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Lockerman Financial Group’s Williams Companies WMB Stock Holding History

Lockerman Financial 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
2025
Q4 		– Sell
-4,481
Closed -$284K – 124
2025
Q3 		$284K Buy
4,481
+358
+9% +$21K 0.36% 93
2025
Q2 		$259K Hold
4,123
– – 0.35% 105
2025
Q1 		$246K Sell
4,123
-109
-3% -$6.24K 0.37% 95
2024
Q4 		$229K Buy
+4,232
New +$228K 0.39% 91

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Lockerman Financial Group's WMB Position: Q4 2025 in Review

Lockerman Financial Group sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 4,481 shares — an estimated $284K sold.

Lockerman Financial Group first reported a position in WMB in Q4 2024 and held it in 4 quarters. The position peaked at $284K in Q3 2025. 1,703 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Lockerman Financial Group reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 4,481 Williams Companies shares in Q4 2025, an estimated $284K.
  • Lockerman Financial Group first reported a position in Williams Companies in Q4 2024 and held it in 4 quarters.
  • Lockerman Financial Group's Williams Companies position peaked at $284K in Q3 2025.
  • 1,703 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.