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Stonegate Investment Group’s Williams Companies WMB Stock Holding History

Stonegate Investment 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 		$5.39M Buy
85,017
+2,293
+3% +$135K 0.13% 79
2025
Q2 		$5.2M Buy
82,724
+35,518
+75% +$2.1M 0.13% 73
2025
Q1 		$2.82M Buy
47,206
+2,829
+6% +$162K 0.08% 99
2024
Q4 		$2.4M Sell
44,377
-1,295
-3% -$69.8K 0.06% 113
2024
Q3 		$2.08M Buy
45,672
+11,994
+36% +$527K 0.05% 125
2024
Q2 		$1.43M Buy
33,678
+4,328
+15% +$174K 0.04% 140
2024
Q1 		$1.14M Buy
29,350
+2,677
+10% +$95.1K 0.04% 154
2023
Q4 		$929K Sell
26,673
-3,006
-10% -$105K 0.03% 161
2023
Q3 		$1,000K Buy
29,679
+2,648
+10% +$90.4K 0.04% 149
2023
Q2 		$882K Sell
27,031
-6,487
-19% -$195K 0.03% 171
2023
Q1 		$1M Buy
33,518
+325
+1% +$10K 0.04% 159
2022
Q4 		$1.09M Sell
33,193
-789
-2% -$25.7K 0.05% 136
2022
Q3 		$973K Buy
33,982
+78
+0.2% +$2.54K 0.04% 132
2022
Q2 		$1.06M Buy
33,904
+2,448
+8% +$84.5K 0.05% 138
2022
Q1 		$1.05M Sell
31,456
-252
-0.8% -$7.7K 0.03% 128
2021
Q4 		$826K Buy
+31,708
New +$876K 0.03% 138

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Stonegate Investment Group's WMB Position: Q3 2025 in Review

Stonegate Investment Group increased its Williams Companies (WMB) stake by 2.8% in Q3 2025, buying an estimated $135K and bringing the position to 85,017 shares worth $5.39M. The position accounts for 0.13% of the portfolio, ranked #79.

Stonegate Investment Group first reported a position in WMB in Q4 2021 and has held it in 16 quarters since. 1,611 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Stonegate Investment Group held 85,017 shares of Williams Companies worth $5.39M as of Q3 2025.
  • Stonegate Investment Group bought 2,293 Williams Companies shares in Q3 2025, an estimated $135K.
  • Williams Companies made up 0.13% of Stonegate Investment Group's portfolio in Q3 2025, its #79 holding.
  • Stonegate Investment Group first reported a position in Williams Companies in Q4 2021 and has held it in 16 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.