MW
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Marcum Wealth’s Williams Companies WMB Stock Holding History

Marcum Wealth’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 		$986K Sell
16,493
-2,349
-12% -$134K 0.09% 115
2024
Q4 		$1.02M Sell
18,842
-5,753
-23% -$310K 0.09% 111
2024
Q3 		$1.12M Sell
24,595
-1,571
-6% -$69.1K 0.1% 97
2024
Q2 		$1.11M Buy
26,166
+292
+1% +$11.7K 0.11% 93
2024
Q1 		$1.01M Sell
25,874
-155
-0.6% -$5.51K 0.1% 101
2023
Q4 		$907K Buy
26,029
+1,195
+5% +$41.9K 0.1% 104
2023
Q3 		$837K Sell
24,834
-4,698
-16% -$160K 0.1% 103
2023
Q2 		$964K Buy
29,532
+620
+2% +$18.6K 0.11% 92
2023
Q1 		$863K Buy
28,912
+56
+0.2% +$1.73K 0.11% 110
2022
Q4 		$949K Buy
28,856
+4,065
+16% +$132K 0.13% 90
2022
Q3 		$710K Buy
24,791
+51
+0.2% +$1.66K 0.11% 118
2022
Q2 		$772K Buy
24,740
+867
+4% +$29.9K 0.12% 112
2022
Q1 		$798K Buy
23,873
+2,863
+14% +$87.5K 0.11% 118
2021
Q4 		$547K Buy
21,010
+374
+2% +$10.3K 0.08% 161
2021
Q3 		$535K Buy
20,636
+2,086
+11% +$52.5K 0.08% 146
2021
Q2 		$493K Buy
18,550
+2,991
+19% +$76.6K 0.08% 150
2021
Q1 		$369K Buy
+15,559
New +$353K 0.06% 185

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
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

Marcum Wealth's WMB Position: Q1 2025 in Review

Marcum Wealth reduced its Williams Companies (WMB) stake by 12% in Q1 2025, selling an estimated $134K and leaving 16,493 shares worth $986K. The position accounts for 0.09% of the portfolio, ranked #115.

Marcum Wealth first reported a position in WMB in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.12M in Q3 2024. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Marcum Wealth held 16,493 shares of Williams Companies worth $986K as of Q1 2025.
  • Marcum Wealth sold 2,349 Williams Companies shares in Q1 2025, an estimated $134K.
  • Williams Companies made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #115 holding.
  • Marcum Wealth first reported a position in Williams Companies in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Williams Companies position peaked at $1.12M in Q3 2024.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.