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Pacific Capital Wealth Advisors’s Williams Companies WMB Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-279
Closed -$15.1K – 388
2024
Q4 		$15.1K Hold
279
– – ﹤0.01% 242
2024
Q3 		$12.7K Hold
279
– – ﹤0.01% 278
2024
Q2 		$11.9K Buy
+279
New +$11.2K ﹤0.01% 297

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Pacific Capital Wealth Advisors's WMB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 279 shares — an estimated $15.1K sold.

Pacific Capital Wealth Advisors first reported a position in WMB in Q2 2024 and held it in 3 quarters. The position peaked at $15.1K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 279 Williams Companies shares in Q1 2025, an estimated $15.1K.
  • Pacific Capital Wealth Advisors first reported a position in Williams Companies in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Williams Companies position peaked at $15.1K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.