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 | $6.99M | Buy |
96,100
+53,900
| +128% | +$3.73M | 0.01% | 362 |
|
|
2025
Q4 | $2.54M | Sell |
42,200
-1,600
| -4% | -$96.7K | 0.01% | 539 |
|
|
2025
Q3 | $2.77M | Buy |
43,800
+6,700
| +18% | +$393K | 0.01% | 652 |
|
|
2025
Q2 | $2.33M | Sell |
37,100
-47,700
| -56% | -$2.82M | 0.01% | 595 |
|
|
2025
Q1 | $5.07M | Sell |
84,800
-55,200
| -39% | -$3.16M | 0.01% | 445 |
|
|
2024
Q4 | $7.58M | Buy |
140,000
+30,100
| +27% | +$1.62M | 0.02% | 419 |
|
|
2024
Q3 | $5.02M | Sell |
109,900
-3,600
| -3% | -$158K | 0.02% | 453 |
|
|
2024
Q2 | $4.82M | Buy |
113,500
+18,900
| +20% | +$758K | 0.02% | 468 |
|
|
2024
Q1 | $3.69M | Sell |
94,600
-70,000
| -43% | -$2.49M | 0.01% | 548 |
|
|
2023
Q4 | $5.73M | Buy |
164,600
+40,100
| +32% | +$1.41M | 0.02% | 490 |
|
|
2023
Q3 | $4.19M | Buy |
124,500
+28,400
| +30% | +$969K | 0.02% | 477 |
|
|
2023
Q2 | $3.14M | Buy |
96,100
+12,800
| +15% | +$384K | 0.02% | 508 |
|
|
2023
Q1 | $2.49M | Sell |
83,300
-6,400
| -7% | -$198K | 0.01% | 532 |
|
|
2022
Q4 | $2.95M | Buy |
89,700
+7,500
| +9% | +$244K | 0.02% | 574 |
|
|
2022
Q3 | $2.35M | Sell |
82,200
-21,800
| -21% | -$710K | 0.01% | 700 |
|
|
2022
Q2 | $3.25M | Sell |
104,000
-44,000
| -30% | -$1.52M | 0.02% | 556 |
|
|
2022
Q1 | $4.95M | Sell |
148,000
-409,100
| -73% | -$12.5M | 0.01% | 708 |
|
|
2021
Q4 | $14.5M | Sell |
557,100
-32,300
| -5% | -$893K | 0.02% | 508 |
|
|
2021
Q3 | $15.3M | Sell |
589,400
-9,200
| -2% | -$232K | 0.03% | 492 |
|
|
2021
Q2 | $15.9M | Sell |
598,600
-51,300
| -8% | -$1.31M | 0.04% | 407 |
|
|
2021
Q1 | $15.4M | Buy |
649,900
+89,300
| +16% | +$2.03M | 0.05% | 354 |
|
|
2020
Q4 | $11.2M | Sell |
560,600
-186,200
| -25% | -$3.77M | 0.04% | 372 |
|
|
2020
Q3 | $14.7M | Buy |
746,800
+33,400
| +5% | +$680K | 0.08% | 230 |
|
|
2020
Q2 | $13.6M | Buy |
713,400
+131,500
| +23% | +$2.45M | 0.09% | 188 |
|
|
2020
Q1 | $8.23M | Sell |
581,900
-156,400
| -21% | -$3.03M | 0.13% | 162 |
|
|
2019
Q4 | $17.5M | Buy |
738,300
+270,100
| +58% | +$6.19M | 0.09% | 227 |
|
|
2019
Q3 | $11.3M | Buy |
468,200
+103,500
| +28% | +$2.61M | 0.08% | 257 |
|
|
2019
Q2 | $10.2M | Buy |
364,700
+117,200
| +47% | +$3.26M | 0.07% | 283 |
|
|
2019
Q1 | $7.11M | Buy |
247,500
+206,900
| +510% | +$5.55M | 0.07% | 284 |
|
|
2018
Q4 | $895K | Buy |
40,600
+6,300
| +18% | +$158K | 0.01% | 651 |
|
|
2018
Q3 | $933K | Sell |
34,300
-34,900
| -50% | -$1.01M | 0.01% | 618 |
|
|
2018
Q2 | $1.88M | Buy |
+69,200
| New | +$1.82M | 0.03% | 289 |
|
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.