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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
Q2 		$243K Buy
3,266
+334
+11% +$24.6K 0.02% 269
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allen Capital Group's WMB Position: Q2 2026 in Review

Allen Capital Group increased its Williams Companies (WMB) stake by 11% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,266 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #269.

Allen Capital Group first reported a position in WMB in Q1 2020 and has held it in 11 quarters since. The position peaked at $317K in Q4 2023. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Allen Capital Group held 3,266 shares of Williams Companies worth $243K as of Q2 2026.
  • Allen Capital Group bought 334 Williams Companies shares in Q2 2026, an estimated $24.6K.
  • Williams Companies made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #269 holding.
  • Allen Capital Group first reported a position in Williams Companies in Q1 2020 and has held it in 11 quarters since.
  • Allen Capital Group's Williams Companies position peaked at $317K in Q4 2023.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.