Trajan Wealth’s Williams Companies WMB Stock Holding History

Trajan Wealth’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 Q1	–	Sell	-13,571	Closed	-$734K	–	189
2024 Q4	$734K	Sell	13,571 -278	-2%	-$15K	0.04%	115
2024 Q3	$632K	Sell	13,849 -156	-1%	-$6.86K	0.04%	119
2024 Q2	$595K	Sell	14,005 -1,001	-7%	-$40.2K	0.04%	122
2024 Q1	$585K	Buy	+15,006	New	+$533K	0.04%	126

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

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

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Trajan Wealth's WMB Position: Q1 2025 in Review

Trajan Wealth sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 13,571 shares — an estimated $734K sold.

Trajan Wealth first reported a position in WMB in Q1 2024 and held it in 4 quarters. The position peaked at $734K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

Trajan Wealth reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
Trajan Wealth sold 13,571 Williams Companies shares in Q1 2025, an estimated $734K.
Trajan Wealth first reported a position in Williams Companies in Q1 2024 and held it in 4 quarters.
Trajan Wealth's Williams Companies position peaked at $734K in Q4 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.