SPC Financial Inc’s Williams Companies WMB Stock Holding History

SPC Financial Inc’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	$258K	Buy	4,067 +57	+1%	+$3.35K	0.02%	235
2025 Q2	$252K	Buy	4,010 +639	+19%	+$37.7K	0.02%	229
2025 Q1	$201K	Buy	+3,371	New	+$193K	0.02%	252
2016 Q4	–	Sell	-48,835	Closed	-$1.5M	–	133
2016 Q3	$1.5M	Sell	48,835 -2,875	-6%	-$76.3K	0.48%	42
2016 Q2	$1.12M	Sell	51,710 -505	-1%	-$10.1K	0.4%	52
2016 Q1	$839K	Sell	52,215 -3,525	-6%	-$60.6K	0.32%	54
2015 Q4	$1.43M	Sell	55,740 -7,895	-12%	-$276K	0.56%	41
2015 Q3	$2.35M	Buy	63,635 +48,285	+315%	+$2.4M	1.01%	34
2015 Q2	$881K	Sell	15,350 -16,000	-51%	-$824K	0.25%	65
2015 Q1	$1.59M	Buy	+31,350	New	+$1.45M	0.44%	52

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

SPC Financial Inc's WMB Position: Q3 2025 in Review

SPC Financial Inc increased its Williams Companies (WMB) stake by 1.4% in Q3 2025, buying an estimated $3.35K and bringing the position to 4,067 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #235.

SPC Financial Inc first reported a position in WMB in Q1 2015 and has held it in 10 quarters since. The position peaked at $2.35M in Q3 2015. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

SPC Financial Inc held 4,067 shares of Williams Companies worth $258K as of Q3 2025.
SPC Financial Inc bought 57 Williams Companies shares in Q3 2025, an estimated $3.35K.
Williams Companies made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #235 holding.
SPC Financial Inc first reported a position in Williams Companies in Q1 2015 and has held it in 10 quarters since.
SPC Financial Inc's Williams Companies position peaked at $2.35M in Q3 2015.
1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.