McClarren Financial Advisors’s Williams Companies WMB Stock Holding History

McClarren Financial 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 Q1	–	Sell	-1,629	Closed	-$88K	–	375
2024 Q4	$88K	Buy	+1,629	New	+$87.8K	0.25%	59
2024 Q3	–	Sell	-42	Closed	-$69K	–	366
2024 Q2	$69K	Sell	42 -1,588	-97%	-$63.7K	0.05%	128
2024 Q1	$64K	Buy	1,630 +1	+0.1%	+$36	0.05%	130
2023 Q4	$57K	Buy	1,629 +21	+1%	+$737	0.04%	148
2023 Q3	$54K	Buy	1,608 +21	+1%	+$717	0.05%	138
2023 Q2	$51K	Buy	1,587 +22	+1%	+$660	0.04%	151
2023 Q1	$46K	Buy	1,565 +24	+2%	+$741	0.04%	150
2022 Q4	$50K	Buy	1,541 +19	+1%	+$619	0.05%	148
2022 Q3	$43K	Buy	+1,522	New	+$49.6K	0.04%	147

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

McClarren Financial Advisors's WMB Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 1,629 shares — an estimated $88K sold.

McClarren Financial Advisors first reported a position in WMB in Q3 2022 and held it in 9 quarters. The position peaked at $88K in Q4 2024. 1,570 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

McClarren Financial Advisors reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,629 Williams Companies shares in Q1 2025, an estimated $88K.
McClarren Financial Advisors first reported a position in Williams Companies in Q3 2022 and held it in 9 quarters.
McClarren Financial Advisors's Williams Companies position peaked at $88K in Q4 2024.
1,570 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.