Napa Wealth Management’s Williams Companies WMB Stock Holding History

Napa Wealth 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	–	Sell	-6,206	Closed	-$390K	–	177
2025 Q2	$390K	Sell	6,206 -849	-12%	-$50.1K	0.19%	114
2025 Q1	$422K	Sell	7,055 -135	-2%	-$7.73K	0.24%	132
2024 Q4	$389K	Buy	7,190 +190	+3%	+$10.2K	0.17%	138
2024 Q3	$320K	Buy	+7,000	New	+$308K	0.15%	125

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Napa Wealth Management's WMB Position: Q3 2025 in Review

Napa Wealth Management sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 6,206 shares — an estimated $390K sold.

Napa Wealth Management first reported a position in WMB in Q3 2024 and held it in 4 quarters. The position peaked at $422K in Q1 2025. 1,611 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Napa Wealth Management reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Napa Wealth Management sold 6,206 Williams Companies shares in Q3 2025, an estimated $390K.
Napa Wealth Management first reported a position in Williams Companies in Q3 2024 and held it in 4 quarters.
Napa Wealth Management's Williams Companies position peaked at $422K in Q1 2025.
1,611 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.