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AlphaCore Capital’s Williams Companies WMB Stock Holding History

AlphaCore 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
2026
Q2 		$1.17M Buy
15,706
+4,554
+41% +$335K 0.02% 423
2026
Q1 		$812K Buy
11,152
+427
+4% +$29.6K 0.02% 432
2025
Q4 		$645K Buy
10,725
+3,038
+40% +$184K 0.01% 539
2025
Q3 		$487K Sell
7,687
-883
-10% -$51.8K 0.02% 461
2025
Q2 		$538K Sell
8,570
-430
-5% -$25.4K 0.02% 361
2025
Q1 		$538K Buy
9,000
+4,482
+99% +$257K 0.05% 254
2024
Q4 		$245K Buy
+4,518
New +$243K 0.05% 192
2024
Q3 		– Sell
-6,274
Closed -$267K – 255
2024
Q2 		$267K Buy
6,274
+88
+1% +$3.53K 0.06% 165
2024
Q1 		$241K Buy
6,186
+200
+3% +$7.11K 0.06% 135
2023
Q4 		$208K Buy
+5,986
New +$210K 0.03% 216

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

AlphaCore Capital's WMB Position: Q2 2026 in Review

AlphaCore Capital increased its Williams Companies (WMB) stake by 41% in Q2 2026, buying an estimated $335K and bringing the position to 15,706 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #423.

AlphaCore Capital first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • AlphaCore Capital held 15,706 shares of Williams Companies worth $1.17M as of Q2 2026.
  • AlphaCore Capital bought 4,554 Williams Companies shares in Q2 2026, an estimated $335K.
  • Williams Companies made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #423 holding.
  • AlphaCore Capital first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.