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Lake Street Advisors Group’s Williams Companies WMB Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$5.69M Buy
105,083
+69,912
+199% +$3.77M 0.26% 63
2024
Q3 		$1.61M Sell
35,171
-70,442
-67% -$3.1M 0.07% 157
2024
Q2 		$4.49M Sell
105,613
-913
-0.9% -$36.6K 0.22% 69
2024
Q1 		$4.15M Buy
106,526
+194
+0.2% +$6.89K 0.19% 72
2023
Q4 		$3.7M Sell
106,332
-196
-0.2% -$6.88K 0.19% 79
2023
Q3 		$3.59M Sell
106,528
-3,372
-3% -$115K 0.21% 77
2023
Q2 		$3.59M Buy
109,900
+231
+0.2% +$6.93K 0.2% 78
2023
Q1 		$3.27M Buy
109,669
+1,464
+1% +$45.2K 0.2% 76
2022
Q4 		$3.56M Sell
108,205
-2,979
-3% -$97K 0.23% 70
2022
Q3 		$3.18M Buy
111,184
+496
+0.4% +$16.2K 0.23% 67
2022
Q2 		$3.46M Sell
110,688
-532
-0.5% -$18.4K 0.25% 60
2022
Q1 		$3.72M Buy
111,220
+975
+0.9% +$29.8K 0.24% 64
2021
Q4 		$2.87M Buy
+110,245
New +$3.05M 0.18% 79
2021
Q3 		– Sell
-13,392
Closed -$335K – 434
2021
Q2 		$335K Sell
13,392
-10,430
-44% -$267K 0.02% 224
2021
Q1 		$564K Buy
23,822
+251
+1% +$5.7K 0.05% 146
2020
Q4 		$473K Sell
23,571
-3,991
-14% -$80.9K 0.04% 158
2020
Q3 		$542K Buy
27,562
+5,571
+25% +$113K 0.05% 133
2020
Q2 		$418K Buy
21,991
+2,423
+12% +$45.1K 0.04% 156
2020
Q1 		$277K Buy
19,568
+2,649
+16% +$51.3K 0.03% 187
2019
Q4 		$401K Buy
16,919
+3,012
+22% +$69K 0.04% 139
2019
Q3 		$325K Sell
13,907
-298
-2% -$7.51K 0.04% 135
2019
Q2 		$398K Sell
14,205
-64
-0.4% -$1.78K 0.04% 118
2019
Q1 		$410K Buy
14,269
+660
+5% +$17.7K 0.04% 121
2018
Q4 		$300K Sell
13,609
-499
-4% -$12.5K 0.04% 135
2018
Q3 		$384K Sell
14,108
-3,366
-19% -$97.7K 0.04% 118
2018
Q2 		$474K Buy
17,474
+5,644
+48% +$149K 0.05% 160
2018
Q1 		$294K Buy
11,830
+2,676
+29% +$79K 0.03% 208
2017
Q4 		$279K Buy
+9,154
New +$266K 0.03% 236

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's WMB Position: Q4 2024 in Review

Lake Street Advisors Group increased its Williams Companies (WMB) stake by 199% in Q4 2024, buying an estimated $3.77M and bringing the position to 105,083 shares worth $5.69M. The position accounts for 0.26% of the portfolio, ranked #63.

Lake Street Advisors Group first reported a position in WMB in Q4 2017 and has held it in 28 quarters since. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Lake Street Advisors Group held 105,083 shares of Williams Companies worth $5.69M as of Q4 2024.
  • Lake Street Advisors Group bought 69,912 Williams Companies shares in Q4 2024, an estimated $3.77M.
  • Williams Companies made up 0.26% of Lake Street Advisors Group's portfolio in Q4 2024, its #63 holding.
  • Lake Street Advisors Group first reported a position in Williams Companies in Q4 2017 and has held it in 28 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.