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TruNorth Capital Management’s Williams Companies WMB Stock Holding History

TruNorth Capital Management’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
Q4 		– Sell
-752
Closed -$47.6K – 393
2025
Q3 		$47.6K Buy
+752
New +$44.1K 0.01% 193
2025
Q2 		– Sell
-341
Closed -$20.4K – 432
2025
Q1 		$20.4K Buy
+341
New +$19.5K 0.01% 301

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TruNorth Capital Management's WMB Position: Q4 2025 in Review

TruNorth Capital Management sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 752 shares — an estimated $47.6K sold.

TruNorth Capital Management first reported a position in WMB in Q1 2025 and held it in 2 quarters. The position peaked at $47.6K in Q3 2025. 1,700 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • TruNorth Capital Management reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 752 Williams Companies shares in Q4 2025, an estimated $47.6K.
  • TruNorth Capital Management first reported a position in Williams Companies in Q1 2025 and held it in 2 quarters.
  • TruNorth Capital Management's Williams Companies position peaked at $47.6K in Q3 2025.
  • 1,700 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.