Capstone Triton Financial Group’s Williams Companies WMB Stock Holding History

Capstone Triton Financial Group’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 Q2	$1.19M	Buy	+16,070	New	+$1.18M	0.69%	49
2026 Q1	–	Sell	-16,152	Closed	-$971K	–	120
2025 Q4	$971K	Buy	16,152 +2,158	+15%	+$130K	0.64%	60
2025 Q3	$887K	Buy	13,994 +1,642	+13%	+$96.4K	0.59%	61
2025 Q2	$776K	Buy	+12,352	New	+$729K	0.56%	64
2024 Q4	$249K	Buy	+4,603	New	+$248K	0.16%	95
2021 Q1	–	Sell	-3,048	Closed	-$61K	–	322
2020 Q4	$61K	Buy	+3,048	New	+$61.8K	0.04%	179

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Triton Financial Group's WMB Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Williams Companies (WMB) in Q2 2026: 16,070 shares worth $1.19M. The stake represents 0.69% of the portfolio and ranks #49 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in WMB as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in WMB in Q4 2020 and has held it in 6 quarters since. 1,819 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Capstone Triton Financial Group held 16,070 shares of Williams Companies worth $1.19M as of Q2 2026.
Williams Companies was a new Capstone Triton Financial Group position in Q2 2026.
Williams Companies made up 0.69% of Capstone Triton Financial Group's portfolio in Q2 2026, its #49 holding.
Capstone Triton Financial Group first reported a position in Williams Companies in Q4 2020 and has held it in 6 quarters since.
1,819 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.