SAM
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S.A. Mason’s Williams Companies WMB Stock Holding History

S.A. Mason’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
-615
Closed -$38.6K – 364
2025
Q2 		$38.6K Hold
615
– – 0.02% 301
2025
Q1 		$36.8K Hold
615
– – 0.02% 292
2024
Q4 		$33.3K Hold
615
– – 0.02% 295
2024
Q3 		$28.1K Hold
615
– – 0.01% 292
2024
Q2 		$26.1K Hold
615
– – 0.01% 286
2024
Q1 		$24K Buy
615
+71
+13% +$2.52K 0.01% 281
2023
Q4 		$18.9K Buy
+544
New +$19.1K 0.01% 285
2020
Q2 		– Sell
-175
Closed -$2K – 387
2020
Q1 		$2K Buy
+175
New +$3.39K ﹤0.01% 371

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return