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Mid-American Wealth Advisory Group’s Williams Companies WMB Stock Holding History

Mid-American Wealth Advisory Group’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
-58
Closed -$3.64K – 333
2025
Q2 		$3.64K Buy
+58
New +$3.42K ﹤0.01% 246

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

Mid-American Wealth Advisory Group's WMB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 58 shares — an estimated $3.64K sold.

Mid-American Wealth Advisory Group first reported a position in WMB in Q2 2025 and held it in 1 quarter. The position peaked at $3.64K in Q2 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 58 Williams Companies shares in Q3 2025, an estimated $3.64K.
  • Mid-American Wealth Advisory Group first reported a position in Williams Companies in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Williams Companies position peaked at $3.64K in Q2 2025.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.