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Summit Wealth Group (Colorado)’s Williams Companies WMB Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-2,833
Closed -$253K – 488
2025
Q3 		$253K Buy
+2,833
New +$166K 0.04% 223

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WMB Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 2,833 shares — an estimated $253K sold.

Summit Wealth Group (Colorado) first reported a position in WMB in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 1,699 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,833 Williams Companies shares in Q4 2025, an estimated $253K.
  • Summit Wealth Group (Colorado) first reported a position in Williams Companies in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Williams Companies position peaked at $253K in Q3 2025.
  • 1,699 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.