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Pinnacle Family Advisors’s Williams Companies WMB Stock Holding History

Pinnacle Family 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
Q2 		$517K Buy
6,957
+15
+0.2% +$1.1K 0.22% 81
2026
Q1 		$505K Buy
6,942
+16
+0.2% +$1.11K 0.24% 68
2025
Q4 		$416K Buy
6,926
+19
+0.3% +$1.15K 0.18% 87
2025
Q3 		$438K Buy
6,907
+379
+6% +$22.2K 0.19% 78
2025
Q2 		$409K Sell
6,528
-20
-0.3% -$1.18K 0.2% 80
2025
Q1 		$391K Buy
6,548
+19
+0.3% +$1.09K 0.21% 84
2024
Q4 		$353K Buy
6,529
+19
+0.3% +$1.02K 0.17% 86
2024
Q3 		$297K Buy
6,510
+211
+3% +$9.28K 0.15% 102
2024
Q2 		$268K Sell
6,299
-35
-0.6% -$1.4K 0.15% 96
2024
Q1 		$247K Buy
6,334
+24
+0.4% +$853 0.13% 88
2023
Q4 		$220K Buy
6,310
+25
+0.4% +$877 0.13% 91
2023
Q3 		$212K Buy
6,285
+25
+0.4% +$853 0.12% 88
2023
Q2 		$204K Buy
+6,260
New +$188K 0.11% 100
2023
Q1 		– Sell
-6,205
Closed -$204K – 110
2022
Q4 		$204K Buy
+6,205
New +$202K 0.15% 92
2022
Q2 		– Sell
-6,408
Closed -$214K – 121
2022
Q1 		$214K Buy
+6,408
New +$196K 0.11% 112

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Family Advisors's WMB Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Williams Companies (WMB) stake by 0.22% in Q2 2026, buying an estimated $1.1K and bringing the position to 6,957 shares worth $517K. The position accounts for 0.22% of the portfolio, ranked #81.

Pinnacle Family Advisors first reported a position in WMB in Q1 2022 and has held it in 15 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Pinnacle Family Advisors held 6,957 shares of Williams Companies worth $517K as of Q2 2026.
  • Pinnacle Family Advisors bought 15 Williams Companies shares in Q2 2026, an estimated $1.1K.
  • Williams Companies made up 0.22% of Pinnacle Family Advisors's portfolio in Q2 2026, its #81 holding.
  • Pinnacle Family Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 15 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.