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Stonebridge Financial Group (Pennsylvania)’s Williams Companies WMB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-916
Closed -$54.7K – 950
2025
Q1 		$54.7K Buy
916
+10
+1% +$572 0.01% 367
2024
Q4 		$49K Buy
+906
New +$48.8K 0.01% 382

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WMB Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 916 shares — an estimated $54.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WMB in Q4 2024 and held it in 2 quarters. The position peaked at $54.7K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 916 Williams Companies shares in Q2 2025, an estimated $54.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Williams Companies in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Williams Companies position peaked at $54.7K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.