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Lindbrook Capital’s Williams Companies WMB Stock Holding History

Lindbrook Capital’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
Q1 		$2.01M Sell
33,625
-11,541
-26% -$661K 0.19% 73
2024
Q4 		$2.44M Sell
45,166
-4,652
-9% -$251K 0.22% 63
2024
Q3 		$2.27M Sell
49,818
-7,008
-12% -$308K 0.2% 70
2024
Q2 		$2.42M Buy
56,826
+1,828
+3% +$73.3K 0.23% 64
2024
Q1 		$2.14M Buy
54,998
+6,175
+13% +$219K 0.2% 73
2023
Q4 		$1.7M Sell
48,823
-2,104
-4% -$73.8K 0.17% 79
2023
Q3 		$1.72M Sell
50,927
-2,570
-5% -$87.7K 0.19% 75
2023
Q2 		$1.75M Buy
53,497
+10,530
+25% +$316K 0.19% 79
2023
Q1 		$1.28M Sell
42,967
-4,256
-9% -$131K 0.15% 91
2022
Q4 		$1.55M Buy
47,223
+382
+0.8% +$12.4K 0.19% 85
2022
Q3 		$1.34M Buy
46,841
+3,883
+9% +$127K 0.23% 57
2022
Q2 		$1.34M Buy
42,958
+913
+2% +$31.5K 0.22% 59
2022
Q1 		$1.41M Buy
42,045
+4,915
+13% +$150K 0.22% 62
2021
Q4 		$967K Buy
37,130
+34,611
+1,374% +$957K 0.15% 85
2021
Q3 		$65K Buy
2,519
+56
+2% +$1.41K 0.02% 374
2021
Q2 		$65K Buy
2,463
+50
+2% +$1.28K 0.01% 398
2021
Q1 		$57K Buy
2,413
+316
+15% +$7.18K 0.01% 404
2020
Q4 		$42K Buy
2,097
+40
+2% +$811 0.01% 457
2020
Q3 		$40K Sell
2,057
-879
-30% -$17.9K 0.01% 418
2020
Q2 		$56K Sell
2,936
-268
-8% -$4.99K 0.02% 344
2020
Q1 		$45K Buy
3,204
+701
+28% +$13.6K 0.02% 349
2019
Q4 		$59K Sell
2,503
-383
-13% -$8.77K 0.02% 395
2019
Q3 		$69K Buy
2,886
+461
+19% +$11.6K 0.03% 319
2019
Q2 		$67K Buy
2,425
+450
+23% +$12.5K 0.03% 330
2019
Q1 		$56K Sell
1,975
-260
-12% -$6.97K 0.02% 366
2018
Q4 		$49K Buy
+2,235
New +$55.9K 0.02% 351

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 $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Lindbrook Capital's WMB Position: Q1 2025 in Review

Lindbrook Capital reduced its Williams Companies (WMB) stake by 26% in Q1 2025, selling an estimated $661K and leaving 33,625 shares worth $2.01M. The position accounts for 0.19% of the portfolio, ranked #73.

Lindbrook Capital first reported a position in WMB in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.44M in Q4 2024. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Lindbrook Capital held 33,625 shares of Williams Companies worth $2.01M as of Q1 2025.
  • Lindbrook Capital sold 11,541 Williams Companies shares in Q1 2025, an estimated $661K.
  • Williams Companies made up 0.19% of Lindbrook Capital's portfolio in Q1 2025, its #73 holding.
  • Lindbrook Capital first reported a position in Williams Companies in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Williams Companies position peaked at $2.44M in Q4 2024.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.