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Semmax Financial Advisors’s Williams Companies WMB Stock Holding History

Semmax Financial 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
Q2 		$354 Hold
6
– – ﹤0.01% 390
2025
Q1 		$350 Hold
6
– – ﹤0.01% 392
2024
Q4 		$346 Hold
6
– – ﹤0.01% 328
2024
Q3 		$357 Sell
6
-138
-96% -$6.07K ﹤0.01% 347
2024
Q2 		$6.2K Sell
144
-1,465
-91% -$58.8K ﹤0.01% 269
2024
Q1 		$63.8K Sell
1,609
-1,945
-55% -$69.1K 0.02% 139
2023
Q4 		$121K Sell
3,554
-2,654
-43% -$93.1K 0.04% 119
2023
Q3 		$217K Buy
+6,208
New +$212K 0.09% 91
2022
Q4 		$4.27M Buy
130,214
+724
+0.6% +$23.6K 1.7% 28
2022
Q3 		$4.38M Buy
129,490
+8,492
+7% +$277K 1.86% 23
2022
Q2 		$4M Buy
120,998
+16,255
+16% +$561K 1.63% 26
2022
Q1 		$3.5M Buy
104,743
+7,421
+8% +$227K 1.38% 29
2021
Q4 		$2.53M Sell
97,322
-8,300
-8% -$229K 0.94% 46
2021
Q3 		$2.74M Sell
105,622
-7,055
-6% -$178K 0.95% 47
2021
Q2 		$2.99M Buy
112,677
+35,027
+45% +$897K 0.96% 42
2021
Q1 		$1.84M Buy
77,650
+4,410
+6% +$100K 0.66% 56
2020
Q4 		$1.47M Buy
73,240
+4,775
+7% +$96.8K 0.61% 56
2020
Q3 		$1.34M Buy
+68,465
New +$1.39M 0.64% 58

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

Semmax Financial Advisors's WMB Position: Q2 2025 in Review

Semmax Financial Advisors held its Williams Companies (WMB) position steady in Q2 2025 at 6 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Semmax Financial Advisors first reported a position in WMB in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.38M in Q3 2022. 1,633 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Semmax Financial Advisors held 6 shares of Williams Companies worth $354 as of Q2 2025.
  • Semmax Financial Advisors left its Williams Companies share count unchanged in Q2 2025.
  • Williams Companies made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #390 holding.
  • Semmax Financial Advisors first reported a position in Williams Companies in Q3 2020 and has held it in 18 quarters since.
  • Semmax Financial Advisors's Williams Companies position peaked at $4.38M in Q3 2022.
  • 1,633 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.