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Marshall & Sterling Wealth Advisors’s Williams Companies WMB Stock Holding History

Marshall & Sterling Wealth Advisors’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
-139
Closed -$8.81K – 632
2025
Q3 		$8.81K Hold
139
– – 0.01% 374
2025
Q2 		$8.73K Sell
139
-67
-33% -$3.96K 0.01% 359
2025
Q1 		$12.3K Buy
+206
New +$11.8K 0.01% 294

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

Marshall & Sterling Wealth Advisors's WMB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 139 shares — an estimated $8.81K sold.

Marshall & Sterling Wealth Advisors first reported a position in WMB in Q1 2025 and held it in 3 quarters. The position peaked at $12.3K in Q1 2025. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 139 Williams Companies shares in Q4 2025, an estimated $8.81K.
  • Marshall & Sterling Wealth Advisors first reported a position in Williams Companies in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Williams Companies position peaked at $12.3K in Q1 2025.
  • 1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.