Sierra Ocean’s Williams Companies WMB Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-184	Closed	-$11.6K	–	968
2025 Q2	$11.6K	Buy	184 +58	+46%	+$3.42K	0.01%	419
2025 Q1	$7.59K	Buy	126 +7	+6%	+$401	0.01%	495
2024 Q4	$6.49K	Buy	+119	New	+$6.41K	0.01%	518

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Sierra Ocean's WMB Position: Q3 2025 in Review

Sierra Ocean sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 184 shares — an estimated $11.6K sold.

Sierra Ocean first reported a position in WMB in Q4 2024 and held it in 3 quarters. The position peaked at $11.6K in Q2 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Sierra Ocean reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 184 Williams Companies shares in Q3 2025, an estimated $11.6K.
Sierra Ocean first reported a position in Williams Companies in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Williams Companies position peaked at $11.6K in Q2 2025.
1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.