ACA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return