Rise Advisors’s Williams Companies WMB Stock Holding History

Rise Advisors’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 Q4	–	Sell	-759	Closed	-$48.1K	–	1435
2025 Q3	$48.1K	Buy	759 +6	+0.8%	+$352	0.02%	258
2025 Q2	$47.3K	Buy	753 +22	+3%	+$1.3K	0.02%	250
2025 Q1	$43.7K	Buy	731 +8	+1%	+$458	0.02%	250
2024 Q4	$39.1K	Buy	723 +6	+0.8%	+$323	0.02%	293
2024 Q3	$32.7K	Buy	717 +8	+1%	+$352	0.02%	370
2024 Q2	$30.2K	Buy	709 +7	+1%	+$281	0.02%	372
2024 Q1	$27.3K	Buy	+702	New	+$24.9K	0.01%	430

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Rise Advisors's WMB Position: Q4 2025 in Review

Rise Advisors sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 759 shares — an estimated $48.1K sold.

Rise Advisors first reported a position in WMB in Q1 2024 and held it in 7 quarters. The position peaked at $48.1K in Q3 2025. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Rise Advisors reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 759 Williams Companies shares in Q4 2025, an estimated $48.1K.
Rise Advisors first reported a position in Williams Companies in Q1 2024 and held it in 7 quarters.
Rise Advisors's Williams Companies position peaked at $48.1K in Q3 2025.
1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.