SIA
WMB icon

Schechter Investment Advisors’s Williams Companies WMB Stock Holding History

Schechter Investment 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
Q1 		$561K Sell
9,387
-713
-7% -$40.8K 0.05% 337
2024
Q4 		$547K Buy
10,100
+967
+11% +$52.1K 0.04% 370
2024
Q3 		$417K Buy
9,133
+729
+9% +$32K 0.03% 432
2024
Q2 		$357K Sell
8,404
-1,134
-12% -$45.5K 0.03% 444
2024
Q1 		$372K Buy
9,538
+678
+8% +$24.1K 0.03% 447
2023
Q4 		$309K Buy
+8,860
New +$311K 0.03% 461
2023
Q1 		– Sell
-6,702
Closed -$221K – 742
2022
Q4 		$221K Buy
+6,702
New +$218K 0.02% 721

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

Schechter Investment Advisors's WMB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Williams Companies (WMB) stake by 7.1% in Q1 2025, selling an estimated $40.8K and leaving 9,387 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #337.

Schechter Investment Advisors first reported a position in WMB in Q4 2022 and has held it in 7 quarters since. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Schechter Investment Advisors held 9,387 shares of Williams Companies worth $561K as of Q1 2025.
  • Schechter Investment Advisors sold 713 Williams Companies shares in Q1 2025, an estimated $40.8K.
  • Williams Companies made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #337 holding.
  • Schechter Investment Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 7 quarters since.
  • 1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.