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Sonora Investment Management Group’s Williams Companies WMB Stock Holding History

Sonora Investment Management Group’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 		$636K Hold
10,033
– – 0.05% 152
2025
Q2 		$630K Buy
10,033
+163
+2% +$9.62K 0.05% 152
2025
Q1 		$590K Sell
9,870
-125
-1% -$7.16K 0.05% 157
2024
Q4 		$541K Buy
9,995
+99
+1% +$5.33K 0.04% 161
2024
Q3 		$452K Sell
9,896
-167
-2% -$7.34K 0.03% 182
2024
Q2 		$392K Hold
10,063
– – 0.03% 196
2024
Q1 		$392K Buy
10,063
+240
+2% +$8.53K 0.03% 196
2023
Q4 		$342K Buy
9,823
+73
+0.7% +$2.56K 0.03% 193
2023
Q3 		$328K Hold
9,750
– – 0.03% 193
2023
Q2 		$318K Sell
9,750
-250
-3% -$7.5K 0.03% 204
2023
Q1 		$299K Buy
10,000
+235
+2% +$7.26K 0.03% 212
2022
Q4 		$321K Buy
+9,765
New +$318K 0.03% 200

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Sonora Investment Management Group's WMB Position: Q3 2025 in Review

Sonora Investment Management Group held its Williams Companies (WMB) position steady in Q3 2025 at 10,033 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #152.

Sonora Investment Management Group first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Sonora Investment Management Group held 10,033 shares of Williams Companies worth $636K as of Q3 2025.
  • Sonora Investment Management Group left its Williams Companies share count unchanged in Q3 2025.
  • Williams Companies made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #152 holding.
  • Sonora Investment Management Group first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.