Simplex Trading
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Simplex Trading’s Williams Companies WMB Stock Holding History

Simplex Trading’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
2026
Q1 		$1.3M Sell
17,800
-300
-2% -$20.8K ﹤0.01% 2230
2025
Q4 		$1.09M Sell
18,100
-36,000
-67% -$2.18M ﹤0.01% 2547
2025
Q3 		$3.43M Sell
54,100
-177,500
-77% -$10.4M ﹤0.01% 1804
2025
Q2 		$14.5M Sell
231,600
-80,300
-26% -$4.74M 0.01% 679
2025
Q1 		$18.6M Buy
311,900
+115,100
+58% +$6.59M 0.01% 559
2024
Q4 		$10.7M Buy
196,800
+65,700
+50% +$3.54M 0.01% 994
2024
Q3 		$5.98M Sell
131,100
-62,900
-32% -$2.76M ﹤0.01% 1367
2024
Q2 		$8.24M Buy
194,000
+19,100
+11% +$766K 0.01% 1140
2024
Q1 		$6.82M Sell
174,900
-4,300
-2% -$153K ﹤0.01% 1365
2023
Q4 		$6.24M Buy
179,200
+77,900
+77% +$2.73M ﹤0.01% 1392
2023
Q3 		$3.41M Buy
101,300
+300
+0.3% +$10.2K ﹤0.01% 1612
2023
Q2 		$3.29M Buy
101,000
+50,400
+100% +$1.51M ﹤0.01% 1585
2023
Q1 		$1.51M Sell
50,600
-21,200
-30% -$655K ﹤0.01% 2190
2022
Q4 		$2.36M Buy
71,800
+6,900
+11% +$225K ﹤0.01% 1741
2022
Q3 		$1.86M Sell
64,900
-232,200
-78% -$7.56M ﹤0.01% 2027
2022
Q2 		$9.27M Buy
297,100
+2,700
+0.9% +$93.2K 0.01% 825
2022
Q1 		$9.84M Buy
294,400
+256,900
+685% +$7.85M 0.01% 853
2021
Q4 		$976K Sell
37,500
-113,600
-75% -$3.14M ﹤0.01% 2880
2021
Q3 		$4.05M Hold
151,100
– – ﹤0.01% 1391
2021
Q2 		$4.01M Buy
151,100
+149,523
+9,481% +$3.83M ﹤0.01% 1389
2021
Q1 		$3.73M Buy
1,577
+27
+2% +$613 0.01% 1054
2020
Q4 		$3.11M Buy
1,550
+911
+143% +$18.5K ﹤0.01% 1358
2020
Q3 		$1.25M Sell
639
-297
-32% -$6.05K ﹤0.01% 1978
2020
Q2 		$1.78M Sell
936
-1,092
-54% -$20.3K ﹤0.01% 1603
2020
Q1 		$2.87M Sell
2,028
-600
-23% -$11.6K 0.01% 1014
2019
Q4 		$6.23M Sell
2,628
-22
-0.8% -$504 0.01% 669
2019
Q3 		$6.38M Buy
2,650
+424
+19% +$10.7K 0.02% 590
2019
Q2 		$6.24M Buy
2,226
+1,004
+82% +$27.9K 0.02% 572
2019
Q1 		$3.51M Buy
+1,222
New +$32.8K 0.01% 929
2018
Q3 		– Sell
-275
Closed -$745K – 8160
2018
Q2 		$745K Buy
275
+21
+8% +$554 ﹤0.01% 2058
2018
Q1 		$27K Sell
254
-272
-52% -$8.03K ﹤0.01% 3068
2017
Q4 		$57K Sell
526
-68
-11% -$1.98K ﹤0.01% 2322
2017
Q3 		$133K Sell
594
-550
-48% -$16.7K 0.01% 1489
2017
Q2 		$202K Sell
1,144
-816
-42% -$24.3K 0.01% 1198
2017
Q1 		$243K Buy
1,960
+1,453
+287% +$42K 0.01% 1096
2016
Q4 		$53K Sell
507
-776
-60% -$23.4K ﹤0.01% 2101
2016
Q3 		$376K Buy
1,283
+590
+85% +$15.7K 0.03% 653
2016
Q2 		$652K Sell
693
-689
-50% -$13.8K 0.04% 425
2016
Q1 		$1.09M Buy
1,382
+399
+41% +$6.86K 0.09% 207
2015
Q4 		$1.09M Sell
983
-3,229
-77% -$113K 0.09% 197
2015
Q3 		$2.59M Buy
4,212
+969
+30% +$48.3K 0.19% 90
2015
Q2 		$690K Buy
3,243
+2,330
+255% +$120K 0.06% 311
2015
Q1 		$147K Sell
913
-34
-4% -$1.58K 0.02% 861
2014
Q4 		$359K Buy
+947
New +$48.4K 0.04% 372

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's WMB Position: Q1 2024 in Review

Simplex Trading sold out of Williams Companies (WMB) in Q1 2024, closing a stake of 154,923 shares — an estimated $5.5M sold.

Simplex Trading first reported a position in WMB in Q4 2014 and held it in 19 quarters. The position peaked at $9.88M in Q2 2015. 1,246 funds tracked by Wall St. Rank hold WMB as of Q1 2024.

  • Simplex Trading reported no remaining Williams Companies position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 154,923 Williams Companies shares in Q1 2024, an estimated $5.5M.
  • Simplex Trading first reported a position in Williams Companies in Q4 2014 and held it in 19 quarters.
  • Simplex Trading's Williams Companies position peaked at $9.88M in Q2 2015.
  • 1,246 funds tracked by Wall St. Rank held Williams Companies as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.