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USA Financial Formulas’s Williams Companies WMB Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-19,405
Closed -$1.16M – 364
2025
Q1 		$1.16M Sell
19,405
-3,604
-16% -$206K 0.19% 41
2024
Q4 		$1.25M Buy
+23,009
New +$1.24M 0.2% 31
2022
Q3 		$13K Sell
470
-25,662
-98% -$836K 0.02% 109
2022
Q2 		$816K Sell
26,132
-1,706
-6% -$58.9K 1.02% 37
2022
Q1 		$930K Buy
27,838
+27,816
+126,436% +$850K 0.99% 45
2021
Q4 		$1K Buy
+22
New +$608 ﹤0.01% 359

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
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

USA Financial Formulas's WMB Position: Q2 2025 in Review

USA Financial Formulas sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 19,405 shares — an estimated $1.16M sold.

USA Financial Formulas first reported a position in WMB in Q4 2021 and held it in 6 quarters. The position peaked at $1.25M in Q4 2024. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • USA Financial Formulas reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 19,405 Williams Companies shares in Q2 2025, an estimated $1.16M.
  • USA Financial Formulas first reported a position in Williams Companies in Q4 2021 and held it in 6 quarters.
  • USA Financial Formulas's Williams Companies position peaked at $1.25M in Q4 2024.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.