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WESPAC Advisors’s Williams Companies WMB Stock Holding History

WESPAC Advisors’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 		– Sell
-15,828
Closed -$857K – 205
2024
Q4 		$857K Buy
+15,828
New +$853K 0.63% 55
2022
Q4 		– Sell
-58,028
Closed -$1.66M – 90
2022
Q3 		$1.66M Sell
58,028
-27,672
-32% -$902K 2.24% 8
2022
Q2 		$2.67M Buy
85,700
+27,187
+46% +$939K 2.04% 10
2022
Q1 		$1.96M Buy
58,513
+24,177
+70% +$739K 2.12% 6
2021
Q4 		$894K Sell
34,336
-1,754
-5% -$48.5K 0.6% 70
2021
Q3 		$936K Buy
36,090
+26,710
+285% +$673K 0.58% 68
2021
Q2 		$249K Sell
9,380
-27,327
-74% -$700K 0.48% 87
2021
Q1 		$870K Sell
36,707
-1,540
-4% -$35K 0.65% 63
2020
Q4 		$767K Sell
38,247
-43,376
-53% -$879K 0.59% 64
2020
Q3 		$1.6M Sell
81,623
-1,895
-2% -$38.6K 1.99% 12
2020
Q2 		$1.59M Buy
+83,518
New +$1.55M 1.8% 15
2019
Q3 		– Sell
-8,406
Closed -$236K – 125
2019
Q2 		$236K Hold
8,406
– – 0.18% 96
2019
Q1 		$241K Buy
+8,406
New +$225K 0.17% 108
2018
Q4 		– Sell
-8,406
Closed -$229K – 166
2018
Q3 		$229K Buy
+8,406
New +$244K 0.13% 128
2016
Q4 		– Sell
-21,996
Closed -$676K – 139
2016
Q3 		$676K Sell
21,996
-5,574
-20% -$148K 0.76% 48
2016
Q2 		$596K Buy
+27,570
New +$554K 0.62% 67
2014
Q4 		– Sell
-49,114
Closed -$2.72M – 158
2014
Q3 		$2.72M Buy
49,114
+14,862
+43% +$854K 2.18% 3
2014
Q2 		$1.99M Buy
34,252
+27,582
+414% +$1.28M 2.27% 5
2014
Q1 		$271K Buy
+6,670
New +$270K 0.23% 107

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 $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $32.9B AUM 23.66% 1-Year Est. Return

WESPAC Advisors's WMB Position: Q1 2025 in Review

WESPAC Advisors sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 15,828 shares — an estimated $857K sold.

WESPAC Advisors first reported a position in WMB in Q1 2014 and held it in 19 quarters. The position peaked at $2.72M in Q3 2014. 1,570 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • WESPAC Advisors reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 15,828 Williams Companies shares in Q1 2025, an estimated $857K.
  • WESPAC Advisors first reported a position in Williams Companies in Q1 2014 and held it in 19 quarters.
  • WESPAC Advisors's Williams Companies position peaked at $2.72M in Q3 2014.
  • 1,570 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.