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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
-13,759
Closed -$621K – 651
2025
Q3 		$621K Buy
+13,759
New +$807K 0.07% 235

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 13,759 shares — an estimated $621K sold.

Summit Wealth Group (Colorado) first reported a position in WMB in Q3 2025 and held it in 1 quarter. The position peaked at $621K in Q3 2025. 1,703 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 13,759 Williams Companies shares in Q4 2025, an estimated $621K.
  • 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 $621K in Q3 2025.
  • 1,703 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.