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Morningstar Investment Services’s Williams Companies WMB Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-701,768
Closed -$31.7M – 401
2024
Q3 		$31.7M Sell
701,768
-35,849
-5% -$1.58M 0.32% 82
2024
Q2 		$31.2M Sell
737,617
-6,137
-0.8% -$246K 0.34% 84
2024
Q1 		$28.7M Sell
743,754
-835,964
-53% -$29.7M 0.32% 85
2023
Q4 		$55.2M Buy
1,579,718
+1,539,431
+3,821% +$54M 0.31% 85
2023
Q3 		$1.39M Sell
40,287
-888,090
-96% -$30.3M 0.02% 165
2023
Q2 		$30.1M Sell
928,377
-6,157
-0.7% -$185K 0.39% 75
2023
Q1 		$27.5M Buy
934,534
+18,139
+2% +$560K 0.37% 81
2022
Q4 		$29.6M Buy
916,395
+20,828
+2% +$678K 0.4% 77
2022
Q3 		$29.1M Buy
895,567
+43,607
+5% +$1.42M 0.41% 73
2022
Q2 		$26.9M Buy
851,960
+71,163
+9% +$2.46M 0.36% 77
2022
Q1 		$26.2M Buy
780,797
+17,085
+2% +$522K 0.29% 83
2021
Q4 		$19.9M Sell
763,712
-6,452
-0.8% -$178K 0.22% 99
2021
Q3 		$20.2M Sell
770,164
-2,754
-0.4% -$69.3K 0.24% 96
2021
Q2 		$20.2M Sell
772,918
-2,798
-0.4% -$71.6K 0.24% 96
2021
Q1 		$18.4M Buy
775,716
+2,432
+0.3% +$55.2K 0.24% 99
2020
Q4 		$15.5M Sell
773,284
-40,695
-5% -$825K 0.22% 102
2020
Q3 		$16.5M Buy
+813,979
New +$16.6M 0.26% 90
2015
Q3 		– Sell
-52,270
Closed -$3M – 228
2015
Q2 		$3M Sell
52,270
-1,794
-3% -$92.4K 0.13% 127
2015
Q1 		$2.73M Sell
54,064
-1,574
-3% -$73K 0.12% 118
2014
Q4 		$2.5M Buy
+55,638
New +$2.84M 0.12% 128

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morningstar Investment Services's WMB Position: Q4 2024 in Review

Morningstar Investment Services sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 701,768 shares — an estimated $31.7M sold.

Morningstar Investment Services first reported a position in WMB in Q4 2014 and held it in 20 quarters. The position peaked at $55.2M in Q4 2023. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Morningstar Investment Services reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 701,768 Williams Companies shares in Q4 2024, an estimated $31.7M.
  • Morningstar Investment Services first reported a position in Williams Companies in Q4 2014 and held it in 20 quarters.
  • Morningstar Investment Services's Williams Companies position peaked at $55.2M in Q4 2023.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.