The Family Firm’s Williams Companies WMB Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-2,954	Closed	-$126K	–	849
2024 Q2	$126K	Buy	+2,954	New	+$118K	0.03%	248

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's WMB Position: Q3 2024 in Review

The Family Firm sold out of Williams Companies (WMB) in Q3 2024, closing a stake of 2,954 shares — an estimated $126K sold.

The Family Firm first reported a position in WMB in Q2 2024 and held it in 1 quarter. The position peaked at $126K in Q2 2024. 1,341 funds tracked by Wall St. Rank hold WMB as of Q3 2024.

The Family Firm reported no remaining Williams Companies position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 2,954 Williams Companies shares in Q3 2024, an estimated $126K.
The Family Firm first reported a position in Williams Companies in Q2 2024 and held it in 1 quarter.
The Family Firm's Williams Companies position peaked at $126K in Q2 2024.
1,341 funds tracked by Wall St. Rank held Williams Companies as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.