SWM
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Shepherd Wealth Management’s Williams Companies WMB Stock Holding History

Shepherd Wealth Management’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 		– Sell
-3,974
Closed -$230K – 54
2025
Q1 		$230K Sell
3,974
-176
-4% -$10.1K 0.24% 31
2024
Q4 		$225K Buy
+4,150
New +$224K 0.22% 46

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Shepherd Wealth Management's WMB Position: Q2 2025 in Review

Shepherd Wealth Management sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 3,974 shares — an estimated $230K sold.

Shepherd Wealth Management first reported a position in WMB in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Shepherd Wealth Management reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 3,974 Williams Companies shares in Q2 2025, an estimated $230K.
  • Shepherd Wealth Management first reported a position in Williams Companies in Q4 2024 and held it in 2 quarters.
  • Shepherd Wealth Management's Williams Companies position peaked at $230K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Shepherd Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.