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Transform Wealth’s Williams Companies WMB Stock Holding History

Transform 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 		$2.98M Sell
49,810
-3,322
-6% -$190K 0.18% 96
2024
Q4 		$2.88M Sell
53,132
-2,838
-5% -$153K 0.16% 101
2024
Q3 		$2.56M Sell
55,970
-535
-0.9% -$23.5K 0.17% 92
2024
Q2 		$2.4M Sell
56,505
-1,841
-3% -$73.8K 0.18% 90
2024
Q1 		$2.27M Buy
58,346
+395
+0.7% +$14K 0.22% 93
2023
Q4 		$2.02M Sell
57,951
-2,288
-4% -$80.3K 0.2% 106
2023
Q3 		$2.03M Buy
60,239
+40
+0.1% +$1.36K 0.21% 104
2023
Q2 		$1.96M Buy
60,199
+691
+1% +$20.7K 0.18% 112
2023
Q1 		$1.78M Buy
59,508
+2,045
+4% +$63.2K 0.17% 111
2022
Q4 		$1.89M Sell
57,463
-882
-2% -$28.7K 0.21% 103
2022
Q3 		$1.67M Buy
58,345
+513
+0.9% +$16.7K 0.22% 80
2022
Q2 		$1.8M Sell
57,832
-4,734
-8% -$163K 0.27% 76
2022
Q1 		$2.09M Sell
62,566
-1,036
-2% -$31.7K 0.23% 88
2021
Q4 		$1.66M Sell
63,602
-1,585
-2% -$43.8K 0.17% 89
2021
Q3 		$1.69M Sell
65,187
-1,306
-2% -$32.9K 0.19% 94
2021
Q2 		$1.76M Buy
66,493
+37,300
+128% +$955K 0.22% 101
2021
Q1 		$692K Buy
+29,193
New +$663K 0.14% 124

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Transform Wealth's WMB Position: Q1 2025 in Review

Transform Wealth reduced its Williams Companies (WMB) stake by 6.3% in Q1 2025, selling an estimated $190K and leaving 49,810 shares worth $2.98M. The position accounts for 0.18% of the portfolio, ranked #96.

Transform Wealth first reported a position in WMB in Q1 2021 and has held it in 17 quarters since. 1,569 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Transform Wealth held 49,810 shares of Williams Companies worth $2.98M as of Q1 2025.
  • Transform Wealth sold 3,322 Williams Companies shares in Q1 2025, an estimated $190K.
  • Williams Companies made up 0.18% of Transform Wealth's portfolio in Q1 2025, its #96 holding.
  • Transform Wealth first reported a position in Williams Companies in Q1 2021 and has held it in 17 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.