NAM
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NorthCrest Asset Manangement’s Williams Companies WMB Stock Holding History

NorthCrest Asset Manangement’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
Q4 		– Sell
-3,492
Closed -$223K – 856
2025
Q3 		$223K Buy
+3,492
New +$205K 0.01% 689

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 $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NorthCrest Asset Manangement's WMB Position: Q4 2025 in Review

NorthCrest Asset Manangement sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,492 shares — an estimated $223K sold.

NorthCrest Asset Manangement first reported a position in WMB in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 1,700 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • NorthCrest Asset Manangement reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 3,492 Williams Companies shares in Q4 2025, an estimated $223K.
  • NorthCrest Asset Manangement first reported a position in Williams Companies in Q3 2025 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Williams Companies position peaked at $223K in Q3 2025.
  • 1,700 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q4 2025, filed 8 Jan 2026.