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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

S.A. Mason's WMB Position: Q3 2025 in Review

S.A. Mason sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 615 shares — an estimated $38.6K sold.

S.A. Mason first reported a position in WMB in Q1 2020 and held it in 8 quarters. The position peaked at $38.6K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • S.A. Mason reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 615 Williams Companies shares in Q3 2025, an estimated $38.6K.
  • S.A. Mason first reported a position in Williams Companies in Q1 2020 and held it in 8 quarters.
  • S.A. Mason's Williams Companies position peaked at $38.6K in Q2 2025.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.