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Northwest Capital Management’s Williams Companies WMB Stock Holding History

Northwest Capital 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
Q2 		– Sell
-25
Closed -$1.51K – 447
2025
Q1 		$1.51K Hold
25
– – ﹤0.01% 414
2024
Q4 		$1.35K Hold
25
– – ﹤0.01% 410
2024
Q3 		$1.14K Hold
25
– – ﹤0.01% 436
2024
Q2 		$1.06K Hold
25
– – ﹤0.01% 435
2024
Q1 		$974 Hold
25
– – ﹤0.01% 517
2023
Q4 		$871 Buy
+25
New +$877 ﹤0.01% 519

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 $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northwest Capital Management's WMB Position: Q2 2025 in Review

Northwest Capital Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 25 shares — an estimated $1.51K sold.

Northwest Capital Management first reported a position in WMB in Q4 2023 and held it in 6 quarters. The position peaked at $1.51K in Q1 2025. 1,633 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Northwest Capital Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Northwest Capital Management sold 25 Williams Companies shares in Q2 2025, an estimated $1.51K.
  • Northwest Capital Management first reported a position in Williams Companies in Q4 2023 and held it in 6 quarters.
  • Northwest Capital Management's Williams Companies position peaked at $1.51K in Q1 2025.
  • 1,633 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.