Welch & Forbes’s Williams Companies WMB Stock Holding History

Welch & Forbes’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
2026 Q1	$381K	Sell	5,235 -350	-6%	-$24.2K	﹤0.01%	302
2025 Q4	$336K	Sell	5,585 -990	-15%	-$59.9K	﹤0.01%	313
2025 Q3	$417K	Sell	6,575 -934	-12%	-$54.8K	0.01%	294
2025 Q2	$472K	Buy	7,509 +300	+4%	+$17.7K	0.01%	279
2025 Q1	$431K	Buy	+7,209	New	+$413K	0.01%	283
2015 Q4	–	Sell	-6,603	Closed	-$243K	–	347
2015 Q3	$243K	Buy	6,603 +66	+1%	+$3.29K	0.01%	306
2015 Q2	$375K	Sell	6,537 -200	-3%	-$10.3K	0.01%	273
2015 Q1	$341K	Buy	6,737 +137	+2%	+$6.35K	0.01%	282
2014 Q4	$297K	Sell	6,600 -134	-2%	-$6.85K	0.01%	303
2014 Q3	$373K	Sell	6,734 -694	-9%	-$39.9K	0.01%	279
2014 Q2	$432K	Buy	7,428 +268	+4%	+$12.4K	0.01%	255
2014 Q1	$291K	Hold	7,160	–	–	0.01%	288
2013 Q4	$276K	Hold	7,160	–	–	0.01%	287
2013 Q3	$260K	Buy	7,160 +560	+8%	+$19.6K	0.01%	302
2013 Q2	$214K	Buy	+6,600	New	+$238K	0.01%	301

Other funds holding WMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return