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Pinion Investment Advisors’s Williams Companies WMB Stock Holding History

Pinion 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 		$1.77M Sell
24,273
-3,644
-13% -$252K 0.41% 42
2025
Q4 		$1.68M Sell
27,917
-3,756
-12% -$227K 0.41% 41
2025
Q3 		$1.82M Buy
31,673
+807
+3% +$47.4K 0.5% 38
2025
Q2 		$1.94M Sell
30,866
-31,164
-50% -$1.84M 0.67% 30
2025
Q1 		$3.71M Buy
62,030
+32,100
+107% +$1.84M 0.82% 24
2024
Q4 		$1.62M Buy
29,930
+5,671
+23% +$306K 0.64% 29
2024
Q3 		$1.11M Buy
24,259
+545
+2% +$24K 0.46% 41
2024
Q2 		$1.01M Sell
23,714
-2,455
-9% -$98.5K 0.5% 34
2024
Q1 		$1.02M Buy
26,169
+1,233
+5% +$43.8K 0.53% 38
2023
Q4 		$869K Sell
24,936
-806
-3% -$28.3K 0.52% 37
2023
Q3 		$867K Buy
25,742
+1,403
+6% +$47.9K 0.56% 36
2023
Q2 		$794K Buy
24,339
+1,495
+7% +$44.9K 0.54% 40
2023
Q1 		$682K Buy
22,844
+1,688
+8% +$52.1K 0.64% 36
2022
Q4 		$696K Sell
21,156
-1,138
-5% -$37K 0.66% 41
2022
Q3 		$638K Buy
22,294
+535
+2% +$17.4K 0.56% 40
2022
Q2 		$679K Buy
21,759
+7,666
+54% +$265K 0.57% 49
2022
Q1 		$471K Sell
14,093
-216
-2% -$6.6K 0.33% 99
2021
Q4 		$373K Buy
14,309
+1,485
+12% +$41K 0.25% 119
2021
Q3 		$333K Buy
+12,824
New +$323K 0.27% 114

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

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

Pinion Investment Advisors reduced its Williams Companies (WMB) stake by 13% in Q1 2026, selling an estimated $252K and leaving 24,273 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #42.

Pinion Investment Advisors first reported a position in WMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.71M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Pinion Investment Advisors held 24,273 shares of Williams Companies worth $1.77M as of Q1 2026.
  • Pinion Investment Advisors sold 3,644 Williams Companies shares in Q1 2026, an estimated $252K.
  • Williams Companies made up 0.41% of Pinion Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • Pinion Investment Advisors first reported a position in Williams Companies in Q3 2021 and has held it in 19 quarters since.
  • Pinion Investment Advisors's Williams Companies position peaked at $3.71M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.