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Capital Performance Advisors’s Williams Companies WMB Stock Holding History

Capital Performance 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 		– Sell
-3,834
Closed -$230K – 521
2025
Q4 		$230K Buy
+3,834
New +$232K 0.02% 382
2024
Q4 		– Sell
-105
Closed -$4.79K – 2696
2024
Q3 		$4.79K Buy
+105
New +$4.62K ﹤0.01% 1130

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's WMB Position: Q1 2026 in Review

Capital Performance Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 3,834 shares — an estimated $230K sold.

Capital Performance Advisors first reported a position in WMB in Q3 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Capital Performance Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,834 Williams Companies shares in Q1 2026, an estimated $230K.
  • Capital Performance Advisors first reported a position in Williams Companies in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Williams Companies position peaked at $230K in Q4 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.