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 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 $3.38T AUM 44.17% 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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Sherbrooke Park Advisers's WMB Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 5,502 shares — an estimated $329K sold.

Sherbrooke Park Advisers first reported a position in WMB in Q4 2022 and held it in 5 quarters. The position peaked at $1.24M in Q1 2024. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Sherbrooke Park Advisers reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 5,502 Williams Companies shares in Q2 2025, an estimated $329K.
Sherbrooke Park Advisers first reported a position in Williams Companies in Q4 2022 and held it in 5 quarters.
Sherbrooke Park Advisers's Williams Companies position peaked at $1.24M in Q1 2024.
1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.