Philip James Wealth Mangement’s Williams Companies WMB Stock Holding History

Philip James Wealth Mangement’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 Q3	–	Sell	-3,518	Closed	-$221K	–	195
2025 Q2	$221K	Sell	3,518 -448	-11%	-$26.4K	0.03%	161
2025 Q1	$237K	Sell	3,966 -347	-8%	-$19.9K	0.03%	152
2024 Q4	$233K	Sell	4,313 -323	-7%	-$17.4K	0.03%	156
2024 Q3	$212K	Buy	+4,636	New	+$204K	0.03%	154

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Philip James Wealth Mangement's WMB Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 3,518 shares — an estimated $221K sold.

Philip James Wealth Mangement first reported a position in WMB in Q3 2024 and held it in 4 quarters. The position peaked at $237K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Philip James Wealth Mangement reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 3,518 Williams Companies shares in Q3 2025, an estimated $221K.
Philip James Wealth Mangement first reported a position in Williams Companies in Q3 2024 and held it in 4 quarters.
Philip James Wealth Mangement's Williams Companies position peaked at $237K in Q1 2025.
1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.