MHS
WMB icon

M Holdings Securities’s Williams Companies WMB Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-8,536
Closed -$255K – 584
2023
Q1 		$255K Buy
8,536
+475
+6% +$14.7K 0.04% 390
2022
Q4 		$265K Hold
8,061
– – 0.03% 363
2022
Q3 		$231K Buy
8,061
+388
+5% +$12.6K 0.03% 372
2022
Q2 		$239K Sell
7,673
-1,017
-12% -$35.1K 0.02% 377
2022
Q1 		$290K Buy
+8,690
New +$266K 0.02% 398
2021
Q2 		$267K Buy
10,041
+256
+3% +$6.55K 0.03% 221
2021
Q1 		$232K Buy
+9,785
New +$222K 0.02% 439
2014
Q4 		– Sell
-512
Closed -$28K – 444
2014
Q3 		$28K Buy
+512
New +$29.4K 0.02% 471

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return