KMWM
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Keudell/Morrison Wealth Management’s Williams Companies WMB Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
4,076
-239
-6% -$14.1K 0.06% 189
2025
Q1 		$258K Sell
4,315
-794
-16% -$45.5K 0.06% 180
2024
Q4 		$276K Sell
5,109
-2,843
-36% -$153K 0.07% 168
2024
Q3 		$363K Sell
7,952
-3,972
-33% -$175K 0.1% 139
2024
Q2 		$507K Sell
11,924
-1,675
-12% -$67.2K 0.15% 112
2024
Q1 		$530K Buy
13,599
+85
+0.6% +$3.02K 0.16% 108
2023
Q4 		$471K Sell
13,514
-477
-3% -$16.7K 0.16% 108
2023
Q3 		$471K Sell
13,991
-601
-4% -$20.5K 0.14% 103
2023
Q2 		$476K Buy
14,592
+195
+1% +$5.85K 0.14% 104
2023
Q1 		$430K Sell
14,397
-1,027
-7% -$31.7K 0.13% 107
2022
Q4 		$507K Buy
15,424
+327
+2% +$10.6K 0.16% 96
2022
Q3 		$432K Buy
15,097
+1,483
+11% +$48.3K 0.16% 94
2022
Q2 		$425K Buy
13,614
+255
+2% +$8.8K 0.15% 104
2022
Q1 		$446K Buy
13,359
+2,630
+25% +$80.4K 0.19% 105
2021
Q4 		$279K Buy
10,729
+449
+4% +$12.4K 0.11% 151
2021
Q3 		$267K Buy
10,280
+385
+4% +$9.69K 0.11% 145
2021
Q2 		$263K Buy
+9,895
New +$253K 0.14% 144

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Keudell/Morrison Wealth Management's WMB Position: Q2 2025 in Review

Keudell/Morrison Wealth Management reduced its Williams Companies (WMB) stake by 5.5% in Q2 2025, selling an estimated $14.1K and leaving 4,076 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #189.

Keudell/Morrison Wealth Management first reported a position in WMB in Q2 2021 and has held it in 17 quarters since. The position peaked at $530K in Q1 2024. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Keudell/Morrison Wealth Management held 4,076 shares of Williams Companies worth $256K as of Q2 2025.
  • Keudell/Morrison Wealth Management sold 239 Williams Companies shares in Q2 2025, an estimated $14.1K.
  • Williams Companies made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #189 holding.
  • Keudell/Morrison Wealth Management first reported a position in Williams Companies in Q2 2021 and has held it in 17 quarters since.
  • Keudell/Morrison Wealth Management's Williams Companies position peaked at $530K in Q1 2024.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.