Pinkerton Retirement Specialists’s Williams Companies WMB Stock Holding History

Pinkerton Retirement Specialists’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	-15,949	Closed	-$863K	–	155
2024 Q4	$863K	Buy	+15,949	New	+$859K	0.13%	92
2018 Q4	–	Sell	-301	Closed	-$8K	–	148
2018 Q3	$8K	Hold	301	–	–	﹤0.01%	145
2018 Q2	$8K	Hold	301	–	–	﹤0.01%	154
2018 Q1	$7K	Hold	301	–	–	﹤0.01%	143
2017 Q4	$9K	Buy	+301	New	+$8.75K	﹤0.01%	164
2017 Q1	–	Sell	-132	Closed	-$4K	–	502
2016 Q4	$4K	Hold	132	–	–	﹤0.01%	475
2016 Q3	$4K	Buy	+132	New	+$3.5K	﹤0.01%	485
2016 Q2	–	Sell	-57	Closed	-$3K	–	659
2016 Q1	$3K	Buy	+57	New	+$980	﹤0.01%	166
2015 Q3	–	Sell	-57	Closed	-$3K	–	205
2015 Q2	$3K	Buy	+57	New	+$2.94K	﹤0.01%	163

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

Pinkerton Retirement Specialists's WMB Position: Q1 2025 in Review

Pinkerton Retirement Specialists sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 15,949 shares — an estimated $863K sold.

Pinkerton Retirement Specialists first reported a position in WMB in Q2 2015 and held it in 9 quarters. The position peaked at $863K in Q4 2024. 1,571 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Pinkerton Retirement Specialists reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 15,949 Williams Companies shares in Q1 2025, an estimated $863K.
Pinkerton Retirement Specialists first reported a position in Williams Companies in Q2 2015 and held it in 9 quarters.
Pinkerton Retirement Specialists's Williams Companies position peaked at $863K in Q4 2024.
1,571 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2025, filed 2 May 2025.