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KCM Investment Advisors’s Williams Companies WMB Stock Holding History

KCM 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
2026
Q1 		$1.85M Sell
25,468
-315
-1% -$21.8K 0.06% 164
2025
Q4 		$1.55M Sell
25,783
-309
-1% -$18.7K 0.05% 185
2025
Q3 		$1.65M Sell
26,092
-325
-1% -$19.1K 0.05% 172
2025
Q2 		$1.66M Sell
26,417
-212
-0.8% -$12.5K 0.06% 175
2025
Q1 		$1.59M Sell
26,629
-1,574
-6% -$90.1K 0.06% 173
2024
Q4 		$1.53M Sell
28,203
-188
-0.7% -$10.1K 0.05% 179
2024
Q3 		$1.3M Sell
28,391
-153
-0.5% -$6.72K 0.04% 192
2024
Q2 		$1.21M Buy
28,544
+795
+3% +$31.9K 0.04% 196
2024
Q1 		$1.08M Buy
27,749
+5,164
+23% +$183K 0.04% 208
2023
Q4 		$787K Buy
22,585
+1,040
+5% +$36.5K 0.03% 222
2023
Q3 		$726K Sell
21,545
-1,543
-7% -$52.7K 0.03% 220
2023
Q2 		$753K Sell
23,088
-3,928
-15% -$118K 0.03% 226
2023
Q1 		$807K Buy
27,016
+7,819
+41% +$242K 0.03% 227
2022
Q4 		$632K Buy
19,197
+2,739
+17% +$89.2K 0.03% 241
2022
Q3 		$471K Buy
16,458
+455
+3% +$14.8K 0.02% 257
2022
Q2 		$499K Buy
16,003
+3,031
+23% +$105K 0.02% 263
2022
Q1 		$433K Buy
12,972
+5,278
+69% +$161K 0.02% 309
2021
Q4 		$200K Buy
+7,694
New +$213K 0.01% 412
2019
Q2 		– Sell
-14,783
Closed -$425K – 332
2019
Q1 		$425K Sell
14,783
-120
-0.8% -$3.22K 0.03% 245
2018
Q4 		$329K Sell
14,903
-1,050
-7% -$26.3K 0.02% 397
2018
Q3 		$434K Sell
15,953
-20,442
-56% -$593K 0.02% 377
2018
Q2 		$987K Sell
36,395
-18,984
-34% -$501K 0.06% 237
2018
Q1 		$1.38M Sell
55,379
-9,250
-14% -$273K 0.08% 217
2017
Q4 		$1.97M Sell
64,629
-15,632
-19% -$455K 0.12% 176
2017
Q3 		$2.41M Sell
80,261
-40,130
-33% -$1.22M 0.15% 155
2017
Q2 		$3.65M Sell
120,391
-21,982
-15% -$655K 0.23% 114
2017
Q1 		$4.21M Sell
142,373
-18,817
-12% -$544K 0.27% 100
2016
Q4 		$5.02M Sell
161,190
-14,798
-8% -$446K 0.34% 81
2016
Q3 		$5.41M Sell
175,988
-8,473
-5% -$225K 0.37% 77
2016
Q2 		$3.99M Sell
184,461
-4,691
-2% -$94.2K 0.28% 102
2016
Q1 		$3.04M Sell
189,152
-3,925
-2% -$67.5K 0.22% 118
2015
Q4 		$4.96M Sell
193,077
-2,889
-1% -$101K 0.39% 78
2015
Q3 		$7.22M Buy
195,966
+4,972
+3% +$248K 0.6% 46
2015
Q2 		$11M Buy
190,994
+1,152
+0.6% +$59.4K 0.87% 19
2015
Q1 		$9.6M Buy
189,842
+4,403
+2% +$204K 0.77% 26
2014
Q4 		$8.33M Buy
185,439
+18,844
+11% +$963K 0.7% 31
2014
Q3 		$9.22M Sell
166,595
-1,396
-0.8% -$80.2K 0.84% 22
2014
Q2 		$9.78M Buy
167,991
+10,328
+7% +$479K 0.91% 17
2014
Q1 		$6.4M Buy
157,663
+12,100
+8% +$490K 0.66% 30
2013
Q4 		$5.61M Buy
145,563
+27,992
+24% +$1.01M 0.61% 37
2013
Q3 		$4.28M Buy
117,571
+16,790
+17% +$588K 0.51% 50
2013
Q2 		$3.27M Buy
+100,781
New +$3.63M 0.4% 73

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

KCM Investment Advisors's WMB Position: Q1 2026 in Review

KCM Investment Advisors reduced its Williams Companies (WMB) stake by 1.2% in Q1 2026, selling an estimated $21.8K and leaving 25,468 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #164.

KCM Investment Advisors first reported a position in WMB in Q2 2013 and has held it in 42 quarters since. The position peaked at $11M in Q2 2015. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • KCM Investment Advisors held 25,468 shares of Williams Companies worth $1.85M as of Q1 2026.
  • KCM Investment Advisors sold 315 Williams Companies shares in Q1 2026, an estimated $21.8K.
  • Williams Companies made up 0.06% of KCM Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • KCM Investment Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 42 quarters since.
  • KCM Investment Advisors's Williams Companies position peaked at $11M in Q2 2015.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.