QWM
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Quadcap Wealth Management’s Williams Companies WMB Stock Holding History

Quadcap 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 		– Sell
-3,689
Closed -$220K – 417
2025
Q1 		$220K Buy
+3,689
New +$211K 0.03% 349
2024
Q1 		– Sell
-7,053
Closed -$246K – 359
2023
Q4 		$246K Buy
+7,053
New +$248K 0.06% 284

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Quadcap Wealth Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 3,689 shares — an estimated $220K sold.

Quadcap Wealth Management first reported a position in WMB in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Quadcap Wealth Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Quadcap Wealth Management sold 3,689 Williams Companies shares in Q2 2025, an estimated $220K.
  • Quadcap Wealth Management first reported a position in Williams Companies in Q4 2023 and held it in 2 quarters.
  • Quadcap Wealth Management's Williams Companies position peaked at $246K in Q4 2023.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Quadcap Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.