PWMAG
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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
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
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 Wealth Management Advisory Group's WMB Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Williams Companies (WMB) stake by 10% in Q1 2026, buying an estimated $60.9K and bringing the position to 9,501 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #220.

Pinnacle Wealth Management Advisory Group first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 9,501 shares of Williams Companies worth $692K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 880 Williams Companies shares in Q1 2026, an estimated $60.9K.
  • Williams Companies made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #220 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.