SPA
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Sherbrooke Park Advisers’s Williams Companies WMB Stock Holding History

Sherbrooke Park Advisers’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
-5,502
Closed -$329K – 812
2025
Q1 		$329K Buy
5,502
+400
+8% +$22.9K 0.15% 268
2024
Q4 		$276K Buy
+5,102
New +$275K 0.09% 446
2024
Q2 		– Sell
-31,729
Closed -$1.24M – 1236
2024
Q1 		$1.24M Buy
+31,729
New +$1.13M 0.24% 109
2023
Q4 		– Sell
-28,446
Closed -$958K – 709
2023
Q3 		$958K Buy
+28,446
New +$971K 0.3% 111
2023
Q1 		– Sell
-14,600
Closed -$480K – 328
2022
Q4 		$480K Buy
+14,600
New +$475K 0.35% 128

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return