LIS
WMB icon

Legacy Investment Solutions’s Williams Companies WMB Stock Holding History

Legacy Investment Solutions’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 		$34.7K Buy
+553
New +$32.6K 0.02% 188
2024
Q4 		$30.9K Sell
553
-98
-15% -$5.28K 0.02% 162
2024
Q3 		$36.2K Buy
+651
New +$28.6K 0.02% 143

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legacy Investment Solutions's WMB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Williams Companies (WMB) in Q2 2025: 553 shares worth $34.7K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WMB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WMB in Q3 2024 and has held it in 3 quarters since. The position peaked at $36.2K in Q3 2024. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Legacy Investment Solutions held 553 shares of Williams Companies worth $34.7K as of Q2 2025.
  • Williams Companies was a new Legacy Investment Solutions position in Q2 2025.
  • Williams Companies made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #188 holding.
  • Legacy Investment Solutions first reported a position in Williams Companies in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Williams Companies position peaked at $36.2K in Q3 2024.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.