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TFB Advisors’s Williams Companies WMB Stock Holding History

TFB 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
-3,308
Closed -$208K – 359
2025
Q2 		$208K Sell
3,308
-1,084
-25% -$64K 0.05% 327
2025
Q1 		$262K Sell
4,392
-272
-6% -$15.6K 0.08% 274
2024
Q4 		$252K Sell
4,664
-358
-7% -$19.3K 0.07% 272
2024
Q3 		$229K Buy
+5,022
New +$221K 0.07% 282
2023
Q3 		– Sell
-8,758
Closed -$286K – 237
2023
Q2 		$286K Buy
+8,758
New +$263K 0.12% 183

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TFB Advisors's WMB Position: Q3 2025 in Review

TFB Advisors sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 3,308 shares — an estimated $208K sold.

TFB Advisors first reported a position in WMB in Q2 2023 and held it in 5 quarters. The position peaked at $286K in Q2 2023. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • TFB Advisors reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 3,308 Williams Companies shares in Q3 2025, an estimated $208K.
  • TFB Advisors first reported a position in Williams Companies in Q2 2023 and held it in 5 quarters.
  • TFB Advisors's Williams Companies position peaked at $286K in Q2 2023.
  • 1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.