WI
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WBI Investments’s Williams Companies WMB Stock Holding History

WBI Investments’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
-5,403
Closed -$323K – 332
2025
Q1 		$323K Buy
+5,403
New +$309K 0.09% 172
2024
Q1 		– Sell
-45,734
Closed -$1.59M – 257
2023
Q4 		$1.59M Sell
45,734
-46,852
-51% -$1.64M 0.32% 82
2023
Q3 		$3.12M Buy
+92,586
New +$3.16M 0.63% 43
2018
Q3 		– Sell
-98,868
Closed -$2.68M – 348
2018
Q2 		$2.68M Buy
+98,868
New +$2.61M 0.14% 96

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WBI Investments's WMB Position: Q2 2025 in Review

WBI Investments sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 5,403 shares — an estimated $323K sold.

WBI Investments first reported a position in WMB in Q2 2018 and held it in 4 quarters. The position peaked at $3.12M in Q3 2023. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • WBI Investments reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 5,403 Williams Companies shares in Q2 2025, an estimated $323K.
  • WBI Investments first reported a position in Williams Companies in Q2 2018 and held it in 4 quarters.
  • WBI Investments's Williams Companies position peaked at $3.12M in Q3 2023.
  • 1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.