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My Legacy Advisors’s Williams Companies WMB Stock Holding History

My Legacy 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
Q2 		$1.48M Sell
25,668
-99
-0.4% -$5.84K 0.53% 50
2025
Q1 		$1.54M Buy
25,767
+1,055
+4% +$60.4K 0.59% 41
2024
Q4 		$1.43M Sell
24,712
-506
-2% -$27.3K 0.56% 44
2024
Q3 		$1.15M Sell
25,218
-4,635
-16% -$204K 0.45% 58
2024
Q2 		$1.27M Buy
29,853
+271
+0.9% +$10.9K 0.41% 59
2024
Q1 		$1.15M Sell
29,582
-771
-3% -$27.4K 0.39% 68
2023
Q4 		$1.06M Sell
30,353
-647
-2% -$22.7K 0.38% 75
2023
Q3 		$1.1M Buy
31,000
+1,949
+7% +$66.5K 0.45% 65
2023
Q2 		$995K Buy
29,051
+555
+2% +$16.7K 0.39% 76
2023
Q1 		$850K Buy
28,496
+2,168
+8% +$67K 0.36% 88
2022
Q4 		$845K Buy
26,328
+2,347
+10% +$76.4K 0.36% 94
2022
Q3 		$705K Buy
23,981
+1,850
+8% +$60.3K 0.36% 99
2022
Q2 		$703K Buy
22,131
+2,076
+10% +$71.7K 0.35% 103
2022
Q1 		$670K Buy
+20,055
New +$613K 0.31% 110

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

My Legacy Advisors's WMB Position: Q2 2025 in Review

My Legacy Advisors reduced its Williams Companies (WMB) stake by 0.38% in Q2 2025, selling an estimated $5.84K and leaving 25,668 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #50.

My Legacy Advisors first reported a position in WMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • My Legacy Advisors held 25,668 shares of Williams Companies worth $1.48M as of Q2 2025.
  • My Legacy Advisors sold 99 Williams Companies shares in Q2 2025, an estimated $5.84K.
  • Williams Companies made up 0.53% of My Legacy Advisors's portfolio in Q2 2025, its #50 holding.
  • My Legacy Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Williams Companies position peaked at $1.54M in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.