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Teamwork Financial Advisors’s Williams Companies WMB Stock Holding History

Teamwork Financial Advisors’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 		– Sell
-4,640
Closed -$291K – 219
2025
Q2 		$291K Sell
4,640
-2,304
-33% -$136K 0.03% 163
2025
Q1 		$415K Sell
6,944
-204,476
-97% -$11.7M 0.06% 123
2024
Q4 		$11.4M Sell
211,420
-67,554
-24% -$3.64M 1.49% 24
2024
Q3 		$12.7M Buy
278,974
+269,843
+2,955% +$11.9M 1.77% 26
2024
Q2 		$388K Buy
9,131
+241
+3% +$9.67K 0.06% 101
2024
Q1 		$346K Buy
8,890
+1,873
+27% +$66.5K 0.05% 135
2023
Q4 		$244K Sell
7,017
-1,863
-21% -$65.4K 0.04% 159
2023
Q3 		$299K Buy
8,880
+495
+6% +$16.9K 0.05% 160
2023
Q2 		$274K Sell
8,385
-2,076
-20% -$62.3K 0.04% 161
2023
Q1 		$312K Sell
10,461
-374
-3% -$11.6K 0.06% 152
2022
Q4 		$356K Buy
10,835
+216
+2% +$7.03K 0.07% 148
2022
Q3 		$304K Buy
10,619
+1,093
+11% +$35.6K 0.07% 168
2022
Q2 		$297K Buy
+9,526
New +$329K 0.06% 173

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

Teamwork Financial Advisors's WMB Position: Q3 2025 in Review

Teamwork Financial Advisors sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 4,640 shares — an estimated $291K sold.

Teamwork Financial Advisors first reported a position in WMB in Q2 2022 and held it in 13 quarters. The position peaked at $12.7M in Q3 2024. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Teamwork Financial Advisors reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,640 Williams Companies shares in Q3 2025, an estimated $291K.
  • Teamwork Financial Advisors first reported a position in Williams Companies in Q2 2022 and held it in 13 quarters.
  • Teamwork Financial Advisors's Williams Companies position peaked at $12.7M in Q3 2024.
  • 1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Teamwork Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.