Allen Capital Group’s Williams Companies WMB Stock Holding History

Allen Capital 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
2026 Q1	$213K	Buy	+2,932	New	+$203K	0.02%	265
2025 Q1	–	Sell	-4,158	Closed	-$225K	–	249
2024 Q4	$225K	Buy	+4,158	New	+$224K	0.03%	210
2024 Q3	–	Sell	-6,729	Closed	-$286K	–	231
2024 Q2	$286K	Sell	6,729 -691	-9%	-$27.7K	0.04%	180
2024 Q1	$289K	Sell	7,420 -1,672	-18%	-$59.4K	0.04%	168
2023 Q4	$317K	Sell	9,092 -478	-5%	-$16.8K	0.05%	143
2023 Q3	$315K	Buy	9,570 +820	+9%	+$28K	0.06%	133
2023 Q2	$286K	Hold	8,750	–	–	0.05%	143
2023 Q1	$261K	Buy	+8,750	New	+$270K	0.05%	152
2021 Q2	–	Sell	-9,110	Closed	-$216K	–	169
2021 Q1	$216K	Buy	+9,110	New	+$207K	0.05%	140
2020 Q2	–	Sell	-10,745	Closed	-$152K	–	138
2020 Q1	$152K	Buy	+10,745	New	+$208K	0.05%	123

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allen Capital Group's WMB Position: Q1 2026 in Review

Allen Capital Group opened a new position in Williams Companies (WMB) in Q1 2026: 2,932 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Allen Capital Group previously reported a position in WMB as recently as Q4 2024.

Allen Capital Group first reported a position in WMB in Q1 2020 and has held it in 10 quarters since. The position peaked at $317K in Q4 2023. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Allen Capital Group held 2,932 shares of Williams Companies worth $213K as of Q1 2026.
Williams Companies was a new Allen Capital Group position in Q1 2026.
Williams Companies made up 0.02% of Allen Capital Group's portfolio in Q1 2026, its #265 holding.
Allen Capital Group first reported a position in Williams Companies in Q1 2020 and has held it in 10 quarters since.
Allen Capital Group's Williams Companies position peaked at $317K in Q4 2023.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.