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Beacon Pointe Advisors’s Williams Companies WMB Stock Holding History

Beacon Pointe 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 		$15.5M Buy
213,574
+31,600
+17% +$2.19M 0.08% 220
2025
Q4 		$10.9M Buy
181,974
+9,149
+5% +$553K 0.08% 238
2025
Q3 		$10.9M Buy
172,825
+4,894
+3% +$287K 0.09% 208
2025
Q2 		$10.5M Buy
167,931
+4,075
+2% +$241K 0.11% 167
2025
Q1 		$9.79M Sell
163,856
-422
-0.3% -$24.2K 0.11% 173
2024
Q4 		$8.89M Buy
164,278
+2,443
+2% +$132K 0.1% 184
2024
Q3 		$7.39M Buy
161,835
+1,972
+1% +$86.7K 0.09% 209
2024
Q2 		$6.79M Buy
159,863
+8,612
+6% +$345K 0.08% 219
2024
Q1 		$5.89M Buy
151,251
+12,489
+9% +$444K 0.07% 257
2023
Q4 		$4.83M Buy
138,762
+17,296
+14% +$607K 0.06% 291
2023
Q3 		$4.09M Buy
121,466
+77,132
+174% +$2.63M 0.05% 316
2023
Q2 		$1.45M Sell
44,334
-11,732
-21% -$352K 0.02% 438
2023
Q1 		$1.67M Buy
56,066
+814
+1% +$25.1K 0.03% 432
2022
Q4 		$1.82M Buy
55,252
+5,370
+11% +$175K 0.04% 376
2022
Q3 		$1.43M Sell
49,882
-814
-2% -$26.5K 0.03% 389
2022
Q2 		$1.58M Buy
50,696
+1,468
+3% +$50.7K 0.03% 370
2022
Q1 		$1.65M Buy
49,228
+13,125
+36% +$401K 0.02% 491
2021
Q4 		$940K Sell
36,103
-3,914
-10% -$108K 0.02% 387
2021
Q3 		$1.04M Buy
40,017
+16,481
+70% +$415K 0.03% 401
2021
Q2 		$625K Buy
23,536
+10,175
+76% +$261K 0.02% 430
2021
Q1 		$317K Buy
13,361
+3,051
+30% +$69.3K 0.02% 377
2020
Q4 		$208K Sell
10,310
-8
-0.1% -$162 0.01% 465
2020
Q3 		$203K Buy
+10,318
New +$210K 0.02% 374
2019
Q2 		– Sell
-7,183
Closed -$206K – 215
2019
Q1 		$206K Buy
+7,183
New +$193K 0.08% 175

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

Beacon Pointe Advisors's WMB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Williams Companies (WMB) stake by 17% in Q1 2026, buying an estimated $2.19M and bringing the position to 213,574 shares worth $15.5M. The position accounts for 0.08% of the portfolio, ranked #220.

Beacon Pointe Advisors first reported a position in WMB in Q1 2019 and has held it in 24 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Beacon Pointe Advisors held 213,574 shares of Williams Companies worth $15.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 31,600 Williams Companies shares in Q1 2026, an estimated $2.19M.
  • Williams Companies made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #220 holding.
  • Beacon Pointe Advisors first reported a position in Williams Companies in Q1 2019 and has held it in 24 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.