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Sandy Spring Bank’s Williams Companies WMB Stock Holding History

Sandy Spring Bank’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
Q1 		$30.3K Hold
507
– – ﹤0.01% 664
2024
Q4 		$27.4K Buy
+507
New +$27.3K ﹤0.01% 693
2024
Q3 		– Sell
-171
Closed -$7.27K – 1322
2024
Q2 		$7.27K Buy
171
+43
+34% +$1.73K ﹤0.01% 930
2024
Q1 		$4.99K Buy
128
+36
+39% +$1.28K ﹤0.01% 963
2023
Q4 		$3.21K Hold
92
– – ﹤0.01% 970
2023
Q3 		$3.1K Buy
+92
New +$3.14K ﹤0.01% 985
2022
Q1 		– Sell
-126
Closed -$3K – 1238
2021
Q4 		$3K Hold
126
– – ﹤0.01% 1114
2021
Q3 		$3K Hold
126
– – ﹤0.01% 1043
2021
Q2 		$3K Buy
+126
New +$3.23K ﹤0.01% 1058
2019
Q4 		– Sell
-2,559
Closed -$61K – 873
2019
Q3 		$61K Buy
2,559
+2,053
+406% +$51.8K ﹤0.01% 439
2019
Q2 		$14K Buy
+506
New +$14.1K ﹤0.01% 675
2019
Q1 		– Sell
-225
Closed -$5K – 810
2018
Q4 		$5K Sell
225
-223
-50% -$5.58K ﹤0.01% 724
2018
Q3 		$12K Buy
+448
New +$13K ﹤0.01% 661
2016
Q1 		– Sell
-160
Closed -$4K – 973
2015
Q4 		$4K Hold
160
– – ﹤0.01% 811
2015
Q3 		$6K Hold
160
– – ﹤0.01% 749
2015
Q2 		$9K Sell
160
-50
-24% -$2.58K ﹤0.01% 719
2015
Q1 		$11K Buy
210
+170
+425% +$7.88K ﹤0.01% 666
2014
Q4 		$2K Sell
40
-225
-85% -$11.5K ﹤0.01% 775
2014
Q3 		$15K Hold
265
– – ﹤0.01% 581
2014
Q2 		$15K Hold
265
– – ﹤0.01% 571
2014
Q1 		$11K Sell
265
-333
-56% -$13.5K ﹤0.01% 565
2013
Q4 		$24K Sell
598
-126
-17% -$4.53K ﹤0.01% 459
2013
Q3 		$26K Sell
724
-207
-22% -$7.25K ﹤0.01% 431
2013
Q2 		$30K Buy
+931
New +$33.5K ﹤0.01% 395

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Sandy Spring Bank's WMB Position: Q1 2025 in Review

Sandy Spring Bank held its Williams Companies (WMB) position steady in Q1 2025 at 507 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Sandy Spring Bank first reported a position in WMB in Q2 2013 and has held it in 24 quarters since. The position peaked at $61K in Q3 2019. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Sandy Spring Bank held 507 shares of Williams Companies worth $30.3K as of Q1 2025.
  • Sandy Spring Bank left its Williams Companies share count unchanged in Q1 2025.
  • Williams Companies made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #664 holding.
  • Sandy Spring Bank first reported a position in Williams Companies in Q2 2013 and has held it in 24 quarters since.
  • Sandy Spring Bank's Williams Companies position peaked at $61K in Q3 2019.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.