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Williamson Legacy Group’s Williams Companies WMB Stock Holding History

Williamson Legacy Group’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
-25,361
Closed -$1.59M – 140
2025
Q2 		$1.59M Buy
25,361
+6,964
+38% +$411K 1.34% 22
2025
Q1 		$1.1M Buy
18,397
+13,638
+287% +$781K 1.04% 42
2024
Q4 		$258K Buy
+4,759
New +$256K 0.17% 107

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Williamson Legacy Group's WMB Position: Q3 2025 in Review

Williamson Legacy Group sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 25,361 shares — an estimated $1.59M sold.

Williamson Legacy Group first reported a position in WMB in Q4 2024 and held it in 3 quarters. The position peaked at $1.59M in Q2 2025. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Williamson Legacy Group reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 25,361 Williams Companies shares in Q3 2025, an estimated $1.59M.
  • Williamson Legacy Group first reported a position in Williams Companies in Q4 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Williams Companies position peaked at $1.59M in Q2 2025.
  • 1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.