PWM
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Parkworth Wealth Management’s Williams Companies WMB Stock Holding History

Parkworth 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
Q2 		$1.88K Buy
30
+9
+43% +$531 ﹤0.01% 278
2025
Q1 		$1.25K Hold
21
– – ﹤0.01% 227
2024
Q4 		$1.14K Buy
+21
New +$1.13K ﹤0.01% 261

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
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Parkworth Wealth Management's WMB Position: Q2 2025 in Review

Parkworth Wealth Management increased its Williams Companies (WMB) stake by 43% in Q2 2025, buying an estimated $531 and bringing the position to 30 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Parkworth Wealth Management first reported a position in WMB in Q4 2024 and has held it in 3 quarters since. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Parkworth Wealth Management held 30 shares of Williams Companies worth $1.88K as of Q2 2025.
  • Parkworth Wealth Management bought 9 Williams Companies shares in Q2 2025, an estimated $531.
  • Williams Companies made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #278 holding.
  • Parkworth Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 3 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.