Pinnacle Wealth Management Advisory Group’s Williams Companies WMB Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$798K	Buy	10,734 +1,233	+13%	+$90.7K	0.05%	213
2026 Q1	$692K	Buy	9,501 +880	+10%	+$60.9K	0.05%	220
2025 Q4	$518K	Buy	8,621 +20	+0.2%	+$1.21K	0.04%	263
2025 Q3	$545K	Buy	8,601 +47	+0.5%	+$2.76K	0.04%	217
2025 Q2	$537K	Buy	8,554 +381	+5%	+$22.5K	0.04%	207
2025 Q1	$488K	Buy	8,173 +1,980	+32%	+$113K	0.05%	210
2024 Q4	$335K	Buy	6,193 +1,096	+22%	+$59.1K	0.03%	268
2024 Q3	$233K	Buy	5,097 +167	+3%	+$7.34K	0.02%	318
2024 Q2	$210K	Buy	+4,930	New	+$198K	0.02%	331

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's WMB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $90.7K and bringing the position to 10,734 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #213.

Pinnacle Wealth Management Advisory Group first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 10,734 shares of Williams Companies worth $798K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,233 Williams Companies shares in Q2 2026, an estimated $90.7K.
Williams Companies made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #213 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.