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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
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 $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

Pinnacle Family Advisors's WMB Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Williams Companies (WMB) stake by 0.23% in Q1 2026, buying an estimated $1.11K and bringing the position to 6,942 shares worth $505K. The position accounts for 0.24% of the portfolio, ranked #68.

Pinnacle Family Advisors first reported a position in WMB in Q1 2022 and has held it in 14 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Pinnacle Family Advisors held 6,942 shares of Williams Companies worth $505K as of Q1 2026.
  • Pinnacle Family Advisors bought 16 Williams Companies shares in Q1 2026, an estimated $1.11K.
  • Williams Companies made up 0.24% of Pinnacle Family Advisors's portfolio in Q1 2026, its #68 holding.
  • Pinnacle Family Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 14 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.