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Moloney Securities Asset Management’s Williams Companies WMB Stock Holding History

Moloney Securities Asset Management’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 		$1.76M Sell
27,723
-2,714
-9% -$159K 0.21% 116
2025
Q2 		$1.91M Buy
30,437
+227
+0.8% +$13.4K 0.24% 101
2025
Q1 		$1.81M Sell
30,210
-8,421
-22% -$482K 0.24% 99
2024
Q4 		$2.09M Sell
38,631
-719
-2% -$38.7K 0.28% 90
2024
Q3 		$1.8M Sell
39,350
-326
-0.8% -$14.3K 0.24% 102
2024
Q2 		$1.69M Sell
39,676
-1,559
-4% -$62.5K 0.24% 98
2024
Q1 		$1.61M Sell
41,235
-1,711
-4% -$60.8K 0.24% 104
2023
Q4 		$1.5M Sell
42,946
-779
-2% -$27.3K 0.24% 101
2023
Q3 		$1.47M Buy
43,725
+353
+0.8% +$12K 0.27% 90
2023
Q2 		$1.42M Sell
43,372
-4,317
-9% -$130K 0.25% 102
2023
Q1 		$1.42M Sell
47,689
-7,816
-14% -$241K 0.27% 99
2022
Q4 		$1.83M Sell
55,505
-828
-1% -$27K 0.4% 67
2022
Q3 		$1.61M Sell
56,333
-2,213
-4% -$72.1K 0.39% 67
2022
Q2 		$1.83M Buy
58,546
+8,937
+18% +$309K 0.43% 67
2022
Q1 		$1.66M Buy
+49,609
New +$1.52M 0.32% 84
2020
Q1 		– Sell
-49,706
Closed -$1.18M – 359
2019
Q4 		$1.18M Buy
+49,706
New +$1.14M 0.36% 83

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Moloney Securities Asset Management's WMB Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Williams Companies (WMB) stake by 8.9% in Q3 2025, selling an estimated $159K and leaving 27,723 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #116.

Moloney Securities Asset Management first reported a position in WMB in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.09M in Q4 2024. 1,611 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Moloney Securities Asset Management held 27,723 shares of Williams Companies worth $1.76M as of Q3 2025.
  • Moloney Securities Asset Management sold 2,714 Williams Companies shares in Q3 2025, an estimated $159K.
  • Williams Companies made up 0.21% of Moloney Securities Asset Management's portfolio in Q3 2025, its #116 holding.
  • Moloney Securities Asset Management first reported a position in Williams Companies in Q4 2019 and has held it in 16 quarters since.
  • Moloney Securities Asset Management's Williams Companies position peaked at $2.09M in Q4 2024.
  • 1,611 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.