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May Barnhard Investments’s Williams Companies WMB Stock Holding History

May Barnhard Investments’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
Q3 		– Sell
-4,647
Closed -$292K – 92
2025
Q2 		$292K Hold
4,647
– – 0.14% 76
2025
Q1 		$278K Hold
4,647
– – 0.14% 77
2024
Q4 		$251K Hold
4,647
– – 0.12% 75
2024
Q3 		$212K Buy
+4,647
New +$204K 0.1% 81

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

May Barnhard Investments's WMB Position: Q3 2025 in Review

May Barnhard Investments sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 4,647 shares — an estimated $292K sold.

May Barnhard Investments first reported a position in WMB in Q3 2024 and held it in 4 quarters. The position peaked at $292K in Q2 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • May Barnhard Investments reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • May Barnhard Investments sold 4,647 Williams Companies shares in Q3 2025, an estimated $292K.
  • May Barnhard Investments first reported a position in Williams Companies in Q3 2024 and held it in 4 quarters.
  • May Barnhard Investments's Williams Companies position peaked at $292K in Q2 2025.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on May Barnhard Investments's 13F filing for Q3 2025, filed 6 Nov 2025.