Capstone Investment Advisors
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Capstone Investment Advisors’s Williams Companies WMB Stock Holding History

Capstone Investment 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
2025
Q3 		– Sell
-17,393
Closed -$1.02M – 2099
2025
Q2 		$1.09M Buy
+17,393
New +$1.03M ﹤0.01% 827
2025
Q1 		– Sell
-14,276
Closed -$817K – 1916
2024
Q4 		$773K Buy
14,276
+12,813
+876% +$690K ﹤0.01% 1153
2024
Q3 		$66.8K Buy
1,463
+1,448
+9,653% +$63.6K ﹤0.01% 1772
2024
Q2 		$638 Buy
+15
New +$602 ﹤0.01% 2023
2023
Q4 		– Sell
-12,919
Closed -$453K – 2442
2023
Q3 		$435K Buy
12,919
+5,370
+71% +$183K ﹤0.01% 1398
2023
Q2 		$246K Sell
7,549
-13,131
-63% -$394K ﹤0.01% 1473
2023
Q1 		$618K Buy
+20,680
New +$639K ﹤0.01% 945
2021
Q1 		– Sell
-241,720
Closed -$5.49M – 1963
2020
Q4 		$4.85M Sell
241,720
-94,138
-28% -$1.91M 0.02% 600
2020
Q3 		$6.6M Buy
335,858
+43,942
+15% +$895K 0.03% 435
2020
Q2 		$5.55M Sell
291,916
-3,495
-1% -$65K 0.04% 402
2020
Q1 		$4.18M Sell
295,411
-26,076
-8% -$505K 0.07% 320
2019
Q4 		$7.63M Buy
321,487
+136,337
+74% +$3.12M 0.04% 429
2019
Q3 		$4.46M Buy
185,150
+122,320
+195% +$3.08M 0.03% 485
2019
Q2 		$1.76M Buy
62,830
+51,764
+468% +$1.44M 0.01% 782
2019
Q1 		$318K Buy
+11,066
New +$297K ﹤0.01% 1063
2018
Q4 		– Sell
-9,689
Closed -$242K – 1376
2018
Q3 		$263K Buy
+9,689
New +$281K ﹤0.01% 944
2017
Q4 		– Sell
-22,406
Closed -$672K – 678
2017
Q3 		$672K Buy
+22,406
New +$682K 0.02% 274
2017
Q1 		– Sell
-38,632
Closed -$1.2M – 1145
2016
Q4 		$1.2M Buy
+38,632
New +$1.16M 0.04% 370
2014
Q2 		– Sell
-200,000
Closed -$8.12M – 469
2014
Q1 		$8.12M Hold
200,000
– – 0.1% 127
2013
Q4 		$7.71M Buy
+200,000
New +$7.19M 0.08% 136

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

Capstone Investment Advisors's WMB Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 17,393 shares — an estimated $1.02M sold.

Capstone Investment Advisors first reported a position in WMB in Q4 2013 and held it in 20 quarters. The position peaked at $8.12M in Q1 2014. 1,610 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 17,393 Williams Companies shares in Q3 2025, an estimated $1.02M.
  • Capstone Investment Advisors first reported a position in Williams Companies in Q4 2013 and held it in 20 quarters.
  • Capstone Investment Advisors's Williams Companies position peaked at $8.12M in Q1 2014.
  • 1,610 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.