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Monetta Financial Services’s Williams Companies WMB Stock Holding History

Monetta Financial Services’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
-20,000
Closed -$1.26M – 69
2025
Q2 		$1.26M Hold
20,000
– – 0.91% 32
2025
Q1 		$1.2M Hold
20,000
– – 1.06% 21
2024
Q4 		$1.08M Hold
20,000
– – 0.87% 28
2024
Q3 		$913K Buy
+20,000
New +$879K 0.78% 36

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

Monetta Financial Services's WMB Position: Q3 2025 in Review

Monetta Financial Services sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 20,000 shares — an estimated $1.26M sold.

Monetta Financial Services first reported a position in WMB in Q3 2024 and held it in 4 quarters. The position peaked at $1.26M in Q2 2025. 1,611 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Monetta Financial Services reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Monetta Financial Services sold 20,000 Williams Companies shares in Q3 2025, an estimated $1.26M.
  • Monetta Financial Services first reported a position in Williams Companies in Q3 2024 and held it in 4 quarters.
  • Monetta Financial Services's Williams Companies position peaked at $1.26M in Q2 2025.
  • 1,611 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Monetta Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.