Outfitter Financial’s Williams Companies WMB Stock Holding History

Outfitter Financial’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	–	Sell	-20,000	Closed	-$1.08M	–	85
2024 Q4	$1.08M	Hold	20,000	–	–	0.87%	40
2024 Q3	$913K	Hold	20,000	–	–	0.75%	48
2024 Q2	$850K	Hold	20,000	–	–	0.71%	49
2024 Q1	$779K	Hold	20,000	–	–	0.64%	57
2023 Q4	$697K	Hold	20,000	–	–	0.61%	59
2023 Q3	$674K	Hold	20,000	–	–	0.63%	57
2023 Q2	$653K	Hold	20,000	–	–	0.58%	61
2023 Q1	$597K	Sell	20,000 -7,600	-28%	-$235K	0.54%	62
2022 Q4	$908K	Hold	27,600	–	–	0.82%	54
2022 Q3	$790K	Hold	27,600	–	–	0.77%	56
2022 Q2	$861K	Hold	27,600	–	–	0.78%	54
2022 Q1	$922K	Hold	27,600	–	–	0.71%	59
2021 Q4	$719K	Hold	27,600	–	–	0.53%	64
2021 Q3	$716K	Hold	27,600	–	–	0.56%	66
2021 Q2	$733K	Hold	27,600	–	–	0.56%	66
2021 Q1	$654K	Hold	27,600	–	–	0.54%	66
2020 Q4	$553K	Buy	+27,600	New	+$560K	0.53%	64

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Outfitter Financial's WMB Position: Q1 2025 in Review

Outfitter Financial sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.08M sold.

Outfitter Financial first reported a position in WMB in Q4 2020 and held it in 17 quarters. The position peaked at $1.08M in Q4 2024. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Outfitter Financial reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Outfitter Financial sold 20,000 Williams Companies shares in Q1 2025, an estimated $1.08M.
Outfitter Financial first reported a position in Williams Companies in Q4 2020 and held it in 17 quarters.
Outfitter Financial's Williams Companies position peaked at $1.08M in Q4 2024.
1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Outfitter Financial's 13F filing for Q1 2025, filed 5 May 2025.