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Sherman Porfolios’s Williams Companies WMB Stock Holding History

Sherman Porfolios’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
2024
Q4 		$838K Buy
+15,485
New +$834K 0.36% 30

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sherman Porfolios's WMB Position: Q4 2024 in Review

Sherman Porfolios opened a new position in Williams Companies (WMB) in Q4 2024: 15,485 shares worth $838K. The stake represents 0.36% of the portfolio and ranks #30 among its holdings.

1,518 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Sherman Porfolios held 15,485 shares of Williams Companies worth $838K as of Q4 2024.
  • Williams Companies was a new Sherman Porfolios position in Q4 2024.
  • Williams Companies made up 0.36% of Sherman Porfolios's portfolio in Q4 2024, its #30 holding.
  • 1,518 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Sherman Porfolios's 13F filing for Q4 2024, filed 22 Dec 2025.