Capstone Investment Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.74M | Buy |
37,600
+18,200
| +94% | +$1.26M | ﹤0.01% | 562 |
|
|
2025
Q4 | $1.17M | Sell |
19,400
-12,000
| -38% | -$726K | ﹤0.01% | 809 |
|
|
2025
Q3 | $1.99M | Buy |
31,400
+19,200
| +157% | +$1.13M | ﹤0.01% | 764 |
|
|
2025
Q2 | $766K | Sell |
12,200
-16,300
| -57% | -$962K | ﹤0.01% | 946 |
|
|
2025
Q1 | $1.7M | Sell |
28,500
-900
| -3% | -$51.5K | ﹤0.01% | 727 |
|
|
2024
Q4 | $1.59M | Sell |
29,400
-51,000
| -63% | -$2.75M | ﹤0.01% | 919 |
|
|
2024
Q3 | $3.67M | Buy |
80,400
+12,700
| +19% | +$558K | 0.01% | 550 |
|
|
2024
Q2 | $2.88M | Sell |
67,700
-1,300
| -2% | -$52.1K | 0.01% | 609 |
|
|
2024
Q1 | $2.69M | Buy |
69,000
+2,700
| +4% | +$95.9K | 0.01% | 659 |
|
|
2023
Q4 | $2.31M | Buy |
66,300
+34,700
| +110% | +$1.22M | 0.01% | 760 |
|
|
2023
Q3 | $1.06M | Buy |
31,600
+3,600
| +13% | +$123K | ﹤0.01% | 962 |
|
|
2023
Q2 | $914K | Buy |
28,000
+5,200
| +23% | +$156K | ﹤0.01% | 902 |
|
|
2023
Q1 | $681K | Sell |
22,800
-4,300
| -16% | -$133K | ﹤0.01% | 914 |
|
|
2022
Q4 | $892K | Sell |
27,100
-28,000
| -51% | -$912K | 0.01% | 969 |
|
|
2022
Q3 | $1.58M | Buy |
55,100
+1,500
| +3% | +$48.9K | 0.01% | 853 |
|
|
2022
Q2 | $1.67M | Sell |
53,600
-25,500
| -32% | -$880K | 0.01% | 834 |
|
|
2022
Q1 | $2.64M | Buy |
79,100
+7,700
| +11% | +$235K | 0.01% | 932 |
|
|
2021
Q4 | $1.86M | Sell |
71,400
-22,500
| -24% | -$622K | ﹤0.01% | 1138 |
|
|
2021
Q3 | $2.44M | Buy |
93,900
+7,300
| +8% | +$184K | ﹤0.01% | 1123 |
|
|
2021
Q2 | $2.3M | Sell |
86,600
-65,500
| -43% | -$1.68M | 0.01% | 979 |
|
|
2021
Q1 | $3.6M | Buy |
152,100
+57,800
| +61% | +$1.31M | 0.01% | 741 |
|
|
2020
Q4 | $1.89M | Sell |
94,300
-41,800
| -31% | -$847K | 0.01% | 894 |
|
|
2020
Q3 | $2.67M | Buy |
136,100
+14,100
| +12% | +$287K | 0.01% | 719 |
|
|
2020
Q2 | $2.32M | Sell |
122,000
-26,100
| -18% | -$486K | 0.02% | 668 |
|
|
2020
Q1 | $2.1M | Sell |
148,100
-20,800
| -12% | -$403K | 0.03% | 501 |
|
|
2019
Q4 | $4.01M | Buy |
168,900
+56,900
| +51% | +$1.3M | 0.02% | 641 |
|
|
2019
Q3 | $2.69M | Buy |
112,000
+24,300
| +28% | +$613K | 0.02% | 637 |
|
|
2019
Q2 | $2.46M | Buy |
87,700
+15,700
| +22% | +$436K | 0.02% | 681 |
|
|
2019
Q1 | $2.07M | Buy |
72,000
+57,700
| +403% | +$1.55M | 0.02% | 595 |
|
|
2018
Q4 | $315K | Buy |
14,300
+800
| +6% | +$20K | ﹤0.01% | 929 |
|
|
2018
Q3 | $367K | Buy |
+13,500
| New | +$392K | ﹤0.01% | 865 |
|
Other funds holding WMB
VCM
VPM
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.