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Capital Analysts LLC’s Williams Companies WMB Stock Holding History

Capital Analysts LLC’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 		$4.09M Sell
56,213
-6,257
-10% -$433K 0.11% 167
2025
Q4 		$3.75M Buy
62,470
+978
+2% +$59.1K 0.1% 171
2025
Q3 		$3.9M Buy
61,492
+4,059
+7% +$238K 0.11% 160
2025
Q2 		$3.61M Sell
57,433
-5,411
-9% -$319K 0.12% 152
2025
Q1 		$3.76M Sell
62,844
-578
-0.9% -$33.1K 0.14% 133
2024
Q4 		$3.43M Sell
63,422
-14,565
-19% -$785K 0.14% 125
2024
Q3 		$3.56M Sell
77,987
-9,959
-11% -$438K 0.15% 123
2024
Q2 		$3.74M Sell
87,946
-10,126
-10% -$406K 0.17% 110
2024
Q1 		$3.82M Sell
98,072
-3,791
-4% -$135K 0.18% 102
2023
Q4 		$3.55M Sell
101,863
-1,988
-2% -$69.8K 0.18% 106
2023
Q3 		$3.5M Buy
103,851
+3,059
+3% +$104K 0.19% 100
2023
Q2 		$3.29M Sell
100,792
-53,544
-35% -$1.61M 0.18% 105
2023
Q1 		$4.61M Buy
154,336
+57,114
+59% +$1.76M 0.26% 89
2022
Q4 		$3.2M Buy
97,222
+650
+0.7% +$21.2K 0.2% 105
2022
Q3 		$2.77M Sell
96,572
-1,030
-1% -$33.6K 0.19% 103
2022
Q2 		$3.05M Sell
97,602
-25,313
-21% -$874K 0.21% 100
2022
Q1 		$4.11M Sell
122,915
-630
-0.5% -$19.3K 0.26% 81
2021
Q4 		$3.22M Sell
123,545
-120
-0.1% -$3.32K 0.2% 105
2021
Q3 		$3.21M Sell
123,665
-800
-0.6% -$20.1K 0.21% 95
2021
Q2 		$3.31M Sell
124,465
-27,661
-18% -$708K 0.22% 94
2021
Q1 		$3.6M Buy
152,126
+150,281
+8,145% +$3.41M 0.25% 85
2020
Q4 		$37K Hold
1,845
– – ﹤0.01% 452
2020
Q3 		$36K Hold
1,845
– – ﹤0.01% 447
2020
Q2 		$35K Hold
1,845
– – ﹤0.01% 417
2020
Q1 		$26K Buy
1,845
+350
+23% +$6.78K ﹤0.01% 422
2019
Q4 		$35K Buy
1,495
+850
+132% +$19.5K ﹤0.01% 438
2019
Q3 		$15K Hold
645
– – ﹤0.01% 504
2019
Q2 		$18K Sell
645
-23
-3% -$639 ﹤0.01% 468
2019
Q1 		$19K Hold
668
– – ﹤0.01% 442
2018
Q4 		$15K Hold
668
– – ﹤0.01% 429
2018
Q3 		$18K Buy
+668
New +$19.4K ﹤0.01% 403

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

Capital Analysts LLC's WMB Position: Q1 2026 in Review

Capital Analysts LLC reduced its Williams Companies (WMB) stake by 10% in Q1 2026, selling an estimated $433K and leaving 56,213 shares worth $4.09M. The position accounts for 0.11% of the portfolio, ranked #167.

Capital Analysts LLC first reported a position in WMB in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.61M in Q1 2023. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Capital Analysts LLC held 56,213 shares of Williams Companies worth $4.09M as of Q1 2026.
  • Capital Analysts LLC sold 6,257 Williams Companies shares in Q1 2026, an estimated $433K.
  • Williams Companies made up 0.11% of Capital Analysts LLC's portfolio in Q1 2026, its #167 holding.
  • Capital Analysts LLC first reported a position in Williams Companies in Q3 2018 and has held it in 31 quarters since.
  • Capital Analysts LLC's Williams Companies position peaked at $4.61M in Q1 2023.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.