Seven Springs Wealth Group’s Williams Companies WMB Stock Holding History

Seven Springs Wealth Group’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 Q4	–	Sell	-3,262	Closed	-$207K	–	87
2025 Q3	$207K	Hold	3,262	–	–	0.05%	83
2025 Q2	$205K	Sell	3,262 -447	-12%	-$26.4K	0.05%	82
2025 Q1	$222K	Buy	+3,709	New	+$212K	0.08%	76
2021 Q2	–	Sell	-3,800	Closed	-$90K	–	139
2021 Q1	$90K	Hold	3,800	–	–	0.04%	70
2020 Q4	$76K	Hold	3,800	–	–	0.04%	68
2020 Q3	$75K	Hold	3,800	–	–	0.05%	69
2020 Q2	$72K	Hold	3,800	–	–	0.05%	68
2020 Q1	$54K	Hold	3,800	–	–	0.04%	71
2019 Q4	$90K	Buy	+3,800	New	+$87K	0.06%	74

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Seven Springs Wealth Group's WMB Position: Q4 2025 in Review

Seven Springs Wealth Group sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 3,262 shares — an estimated $207K sold.

Seven Springs Wealth Group first reported a position in WMB in Q4 2019 and held it in 9 quarters. The position peaked at $222K in Q1 2025. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Seven Springs Wealth Group reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Seven Springs Wealth Group sold 3,262 Williams Companies shares in Q4 2025, an estimated $207K.
Seven Springs Wealth Group first reported a position in Williams Companies in Q4 2019 and held it in 9 quarters.
Seven Springs Wealth Group's Williams Companies position peaked at $222K in Q1 2025.
1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Seven Springs Wealth Group's 13F filing for Q4 2025, filed 10 Feb 2026.