Scott Marsh Financial’s Williams Companies WMB Stock Holding History

Scott Marsh Financial’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 Q2	$1.09M	Buy	+17,416	New	+$1.03M	0.41%	78

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Scott Marsh Financial's WMB Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Williams Companies (WMB) in Q2 2025: 17,416 shares worth $1.09M. The stake represents 0.41% of the portfolio and ranks #78 among its holdings.

1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Scott Marsh Financial held 17,416 shares of Williams Companies worth $1.09M as of Q2 2025.
Williams Companies was a new Scott Marsh Financial position in Q2 2025.
Williams Companies made up 0.41% of Scott Marsh Financial's portfolio in Q2 2025, its #78 holding.
1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.