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Aptus Capital Advisors’s Williams Companies WMB Stock Holding History

Aptus Capital Advisors’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 		$2.04M Sell
27,494
-3,241
-11% -$239K 0.01% 499
2026
Q1 		$2.24M Buy
30,735
+4,101
+15% +$284K 0.02% 460
2025
Q4 		$1.6M Buy
26,634
+3,160
+13% +$191K 0.01% 491
2025
Q3 		$1.49M Sell
23,474
-5,437
-19% -$319K 0.01% 487
2025
Q2 		$1.82M Buy
28,911
+4,071
+16% +$240K 0.01% 439
2025
Q1 		$1.48M Sell
24,840
-1,458
-6% -$83.5K 0.02% 440
2024
Q4 		$1.42M Buy
26,298
+13,941
+113% +$751K 0.01% 456
2024
Q3 		$564K Buy
12,357
+492
+4% +$21.6K 0.01% 511
2024
Q2 		$504K Buy
11,865
+1,137
+11% +$45.6K 0.01% 511
2024
Q1 		$418K Buy
10,728
+4,485
+72% +$159K 0.01% 556
2023
Q4 		$217K Buy
+6,243
New +$219K 0.01% 531

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

Aptus Capital Advisors's WMB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Williams Companies (WMB) stake by 11% in Q2 2026, selling an estimated $239K and leaving 27,494 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #499.

Aptus Capital Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Aptus Capital Advisors held 27,494 shares of Williams Companies worth $2.04M as of Q2 2026.
  • Aptus Capital Advisors sold 3,241 Williams Companies shares in Q2 2026, an estimated $239K.
  • Williams Companies made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #499 holding.
  • Aptus Capital Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Williams Companies position peaked at $2.24M in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.