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West Branch Capital’s Williams Companies WMB Stock Holding History

West Branch Capital’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
-2
Closed -$120 – 537
2025
Q1 		$120 Hold
2
– – ﹤0.01% 511
2024
Q4 		$109 Hold
2
– – ﹤0.01% 526
2024
Q3 		$92 Buy
+2
New +$88 ﹤0.01% 546
2019
Q3 		– Sell
-24,119
Closed -$676K – 104
2019
Q2 		$676K Buy
24,119
+12,537
+108% +$348K 0.56% 47
2019
Q1 		$333K Buy
+11,582
New +$310K 0.3% 60

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

West Branch Capital's WMB Position: Q2 2025 in Review

West Branch Capital sold out of Williams Companies (WMB) in Q2 2025, closing a stake of 2 shares — an estimated $120 sold.

West Branch Capital first reported a position in WMB in Q1 2019 and held it in 5 quarters. The position peaked at $676K in Q2 2019. 1,630 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • West Branch Capital reported no remaining Williams Companies position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 2 Williams Companies shares in Q2 2025, an estimated $120.
  • West Branch Capital first reported a position in Williams Companies in Q1 2019 and held it in 5 quarters.
  • West Branch Capital's Williams Companies position peaked at $676K in Q2 2019.
  • 1,630 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.