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Whitaker-Myers Wealth Managers’s Williams Companies WMB Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		– Sell
-10,892
Closed -$684K – 139
2025
Q2 		$684K Sell
10,892
-27
-0.2% -$1.59K 0.17% 60
2025
Q1 		$653K Sell
10,919
-547
-5% -$31.3K 0.18% 52
2024
Q4 		$621K Sell
11,466
-3,729
-25% -$201K 0.18% 53
2024
Q3 		$694K Buy
15,195
+5,561
+58% +$244K 0.23% 49
2024
Q2 		$409K Buy
9,634
+104
+1% +$4.17K 0.15% 64
2024
Q1 		$371K Buy
9,530
+231
+2% +$8.21K 0.16% 66
2023
Q4 		$324K Buy
+9,299
New +$326K 0.16% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Whitaker-Myers Wealth Managers's WMB Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 10,892 shares — an estimated $684K sold.

Whitaker-Myers Wealth Managers first reported a position in WMB in Q4 2023 and held it in 7 quarters. The position peaked at $694K in Q3 2024. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 10,892 Williams Companies shares in Q3 2025, an estimated $684K.
  • Whitaker-Myers Wealth Managers first reported a position in Williams Companies in Q4 2023 and held it in 7 quarters.
  • Whitaker-Myers Wealth Managers's Williams Companies position peaked at $694K in Q3 2024.
  • 1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.