OPS
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Orion Portfolio Solutions’s Williams Companies WMB Stock Holding History

Orion Portfolio Solutions’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
Q1 		$5.28M Buy
88,414
+26,663
+43% +$1.53M 0.05% 334
2024
Q4 		$3.34M Sell
61,751
-52,996
-46% -$2.86M 0.03% 460
2024
Q3 		$5.24M Buy
114,747
+69
+0.1% +$3.03K 0.05% 321
2024
Q2 		$4.87M Buy
114,678
+67
+0.1% +$2.69K 0.05% 314
2024
Q1 		$4.47M Sell
114,611
-8,642
-7% -$307K 0.05% 349
2023
Q4 		$4.39M Sell
123,253
-5,638
-4% -$198K 0.05% 330
2023
Q3 		$4.34M Sell
128,891
-15,439
-11% -$527K 0.05% 333
2023
Q2 		$4.71M Buy
144,330
+6,318
+5% +$190K 0.05% 345
2023
Q1 		$4.12M Buy
138,012
+94,919
+220% +$2.93M 0.05% 319
2022
Q4 		$1.42M Buy
43,093
+11,115
+35% +$362K 0.05% 238
2022
Q3 		$916K Buy
31,978
+18,138
+131% +$591K 0.04% 285
2022
Q2 		$432K Sell
13,840
-688
-5% -$23.8K 0.02% 435
2022
Q1 		$485K Sell
14,528
-1,670
-10% -$51K 0.02% 432
2021
Q4 		$422K Buy
16,198
+1,271
+9% +$35.1K 0.01% 469
2021
Q3 		$387K Buy
14,927
+4,516
+43% +$114K 0.01% 458
2021
Q2 		$276K Buy
10,411
+1,250
+14% +$32K 0.01% 511
2021
Q1 		$217K Buy
+9,161
New +$208K 0.01% 509
2020
Q3 		– Sell
-7,076
Closed -$135K – 2052
2020
Q2 		$135K Sell
7,076
-354
-5% -$6.59K 0.01% 482
2020
Q1 		$105K Buy
7,430
+2,746
+59% +$53.2K 0.01% 435
2019
Q4 		$111K Buy
+4,684
New +$107K 0.01% 402

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Orion Portfolio Solutions's WMB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Williams Companies (WMB) stake by 43% in Q1 2025, buying an estimated $1.53M and bringing the position to 88,414 shares worth $5.28M. The position accounts for 0.05% of the portfolio, ranked #334.

Orion Portfolio Solutions first reported a position in WMB in Q4 2019 and has held it in 20 quarters since. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Orion Portfolio Solutions held 88,414 shares of Williams Companies worth $5.28M as of Q1 2025.
  • Orion Portfolio Solutions bought 26,663 Williams Companies shares in Q1 2025, an estimated $1.53M.
  • Williams Companies made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #334 holding.
  • Orion Portfolio Solutions first reported a position in Williams Companies in Q4 2019 and has held it in 20 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.