Pines Wealth Management’s Williams Companies WMB Stock Holding History

Pines Wealth 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	$346K	Buy	4,651 +1,334	+40%	+$98.2K	0.1%	172
2026 Q1	$241K	Sell	3,317 -570	-15%	-$39.5K	0.08%	196
2025 Q4	$234K	Sell	3,887 -166	-4%	-$10K	0.08%	204
2025 Q3	$257K	Buy	4,053 +238	+6%	+$14K	0.09%	193
2025 Q2	$224K	Sell	3,815 -88	-2%	-$5.2K	0.08%	212
2025 Q1	$212K	Sell	3,903 -1,227	-24%	-$70.2K	0.1%	186
2024 Q4	$285K	Buy	+5,130	New	+$276K	0.12%	165

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

Pines Wealth Management's WMB Position: Q2 2026 in Review

Pines Wealth Management increased its Williams Companies (WMB) stake by 40% in Q2 2026, buying an estimated $98.2K and bringing the position to 4,651 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #172.

Pines Wealth Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,822 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Pines Wealth Management held 4,651 shares of Williams Companies worth $346K as of Q2 2026.
Pines Wealth Management bought 1,334 Williams Companies shares in Q2 2026, an estimated $98.2K.
Williams Companies made up 0.1% of Pines Wealth Management's portfolio in Q2 2026, its #172 holding.
Pines Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
1,822 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.