Pettyjohn Wood & White’s Williams Companies WMB Stock Holding History

Pettyjohn Wood & White’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	-3,808	Closed	-$206K	–	200
2024 Q4	$206K	Buy	+3,808	New	+$205K	0.04%	195

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Pettyjohn Wood & White's WMB Position: Q1 2025 in Review

Pettyjohn Wood & White sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 3,808 shares — an estimated $206K sold.

Pettyjohn Wood & White first reported a position in WMB in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Pettyjohn Wood & White reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Pettyjohn Wood & White sold 3,808 Williams Companies shares in Q1 2025, an estimated $206K.
Pettyjohn Wood & White first reported a position in Williams Companies in Q4 2024 and held it in 1 quarter.
Pettyjohn Wood & White's Williams Companies position peaked at $206K in Q4 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Pettyjohn Wood & White's 13F filing for Q1 2025, filed 8 May 2025.