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Private Portfolio Partners’s Williams Companies WMB Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$516K Buy
9,531
+2,086
+28% +$112K 0.09% 163
2024
Q3 		$340K Buy
+7,445
New +$327K 0.06% 209
2024
Q2 		– Sell
-6,145
Closed -$239K – 278
2024
Q1 		$239K Buy
6,145
+77
+1% +$2.74K 0.05% 245
2023
Q4 		$211K Buy
6,068
+113
+2% +$3.97K 0.05% 244
2023
Q3 		$201K Buy
+5,955
New +$203K 0.05% 242

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Portfolio Partners's WMB Position: Q4 2024 in Review

Private Portfolio Partners increased its Williams Companies (WMB) stake by 28% in Q4 2024, buying an estimated $112K and bringing the position to 9,531 shares worth $516K. The position accounts for 0.09% of the portfolio, ranked #163.

Private Portfolio Partners first reported a position in WMB in Q3 2023 and has held it in 5 quarters since. 1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Private Portfolio Partners held 9,531 shares of Williams Companies worth $516K as of Q4 2024.
  • Private Portfolio Partners bought 2,086 Williams Companies shares in Q4 2024, an estimated $112K.
  • Williams Companies made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #163 holding.
  • Private Portfolio Partners first reported a position in Williams Companies in Q3 2023 and has held it in 5 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.