Transce3nd’s Williams Companies WMB Stock Holding History

Transce3nd’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	-1,050	Closed	-$66K	–	1153
2025 Q2	$66K	Hold	1,050	–	–	0.03%	249
2025 Q1	$62.7K	Buy	1,050 +406	+63%	+$23.2K	0.03%	252
2024 Q4	$34.9K	Buy	+644	New	+$34.7K	0.01%	447

Other funds holding WMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Transce3nd's WMB Position: Q3 2025 in Review

Transce3nd sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 1,050 shares — an estimated $66K sold.

Transce3nd first reported a position in WMB in Q4 2024 and held it in 3 quarters. The position peaked at $66K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Transce3nd reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 1,050 Williams Companies shares in Q3 2025, an estimated $66K.
Transce3nd first reported a position in Williams Companies in Q4 2024 and held it in 3 quarters.
Transce3nd's Williams Companies position peaked at $66K in Q2 2025.
1,613 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.