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Lantz Financial’s Williams Companies WMB Stock Holding History

Lantz Financial’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 		– Sell
-4,811
Closed -$220K – 239
2024
Q3 		$220K Sell
4,811
-2,522
-34% -$111K 0.06% 210
2024
Q2 		$312K Sell
7,333
-1,749
-19% -$70.2K 0.1% 165
2024
Q1 		$354K Buy
9,082
+316
+4% +$11.2K 0.11% 147
2023
Q4 		$305K Buy
8,766
+124
+1% +$4.35K 0.11% 155
2023
Q3 		$291K Buy
8,642
+253
+3% +$8.63K 0.12% 146
2023
Q2 		$274K Buy
8,389
+78
+0.9% +$2.34K 0.11% 158
2023
Q1 		$248K Buy
8,311
+42
+0.5% +$1.3K 0.1% 157
2022
Q4 		$272K Buy
8,269
+224
+3% +$7.29K 0.12% 138
2022
Q3 		$230K Buy
8,045
+134
+2% +$4.37K 0.12% 139
2022
Q2 		$247K Buy
7,911
+419
+6% +$14.5K 0.11% 143
2022
Q1 		$250K Buy
+7,492
New +$229K 0.1% 153

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lantz Financial's WMB Position: Q4 2024 in Review

Lantz Financial sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 4,811 shares — an estimated $220K sold.

Lantz Financial first reported a position in WMB in Q1 2022 and held it in 11 quarters. The position peaked at $354K in Q1 2024. 1,520 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Lantz Financial reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Lantz Financial sold 4,811 Williams Companies shares in Q4 2024, an estimated $220K.
  • Lantz Financial first reported a position in Williams Companies in Q1 2022 and held it in 11 quarters.
  • Lantz Financial's Williams Companies position peaked at $354K in Q1 2024.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Lantz Financial's 13F filing for Q4 2024, filed 21 Jan 2025.