Next Capital Management’s Williams Companies WMB Stock Holding History

Next Capital Management’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	$345K	Hold	4,645	–	–	0.09%	99
2026 Q1	$338K	Hold	4,645	–	–	0.1%	101
2025 Q4	$279K	Hold	4,645	–	–	0.09%	105
2025 Q3	$294K	Hold	4,645	–	–	0.1%	105
2025 Q2	$292K	Hold	4,645	–	–	0.11%	108
2025 Q1	$278K	Hold	4,645	–	–	0.13%	95
2024 Q4	$251K	Hold	4,645	–	–	0.1%	120
2024 Q3	$212K	Sell	4,645 -553	-11%	-$24.3K	0.09%	127
2024 Q2	$221K	Buy	+5,198	New	+$209K	0.09%	126
2023 Q3	–	Sell	-7,361	Closed	-$240K	–	122
2023 Q2	$240K	Hold	7,361	–	–	0.11%	103
2023 Q1	$220K	Hold	7,361	–	–	0.11%	109
2022 Q4	$242K	Sell	7,361 -132	-2%	-$4.3K	0.13%	102
2022 Q3	$215K	Buy	7,493 +132	+2%	+$4.3K	0.16%	100
2022 Q2	$229K	Hold	7,361	–	–	0.17%	98
2022 Q1	$246K	Buy	+7,361	New	+$225K	0.17%	99
2021 Q3	–	Sell	-8,809	Closed	-$234K	–	114
2021 Q2	$234K	Buy	+8,809	New	+$226K	0.15%	98
2020 Q2	–	Sell	-8,165	Closed	-$116K	–	111
2020 Q1	$116K	Buy	+8,165	New	+$158K	0.09%	94

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

Next Capital Management's WMB Position: Q2 2026 in Review

Next Capital Management held its Williams Companies (WMB) position steady in Q2 2026 at 4,645 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #99.

Next Capital Management first reported a position in WMB in Q1 2020 and has held it in 17 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Next Capital Management held 4,645 shares of Williams Companies worth $345K as of Q2 2026.
Next Capital Management left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.09% of Next Capital Management's portfolio in Q2 2026, its #99 holding.
Next Capital Management first reported a position in Williams Companies in Q1 2020 and has held it in 17 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.