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Pinnacle Wealth Planning Services’s Williams Companies WMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$659K Buy
8,866
+47
+0.5% +$3.46K 0.06% 178
2026
Q1 		$642K Buy
8,819
+79
+0.9% +$5.47K 0.07% 172
2025
Q4 		$525K Buy
8,740
+11
+0.1% +$665 0.05% 205
2025
Q3 		$553K Buy
8,729
+1,831
+27% +$107K 0.06% 190
2025
Q2 		$433K Buy
6,898
+2,146
+45% +$127K 0.06% 222
2025
Q1 		$284K Buy
4,752
+555
+13% +$31.8K 0.04% 277
2024
Q4 		$227K Sell
4,197
-2,378
-36% -$128K 0.03% 329
2024
Q3 		$300K Hold
6,575
– – 0.04% 304
2024
Q2 		$279K Hold
6,575
– – 0.04% 304
2024
Q1 		$256K Sell
6,575
-21
-0.3% -$746 0.04% 345
2023
Q4 		$230K Sell
6,596
-15
-0.2% -$526 0.04% 350
2023
Q3 		$223K Sell
6,611
-6
-0.1% -$205 0.04% 337
2023
Q2 		$216K Sell
6,617
-838
-11% -$25.1K 0.03% 360
2023
Q1 		$223K Buy
7,455
+824
+12% +$25.5K 0.04% 350
2022
Q4 		$218K Buy
+6,631
New +$216K 0.04% 342
2022
Q3 		– Sell
-6,588
Closed -$206K – 451
2022
Q2 		$206K Buy
+6,588
New +$227K 0.04% 345
2021
Q1 		– Sell
-5,904
Closed -$119K – 1953
2020
Q4 		$119K Buy
+5,904
New +$120K 0.03% 409

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 Wealth Planning Services's WMB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Williams Companies (WMB) stake by 0.53% in Q2 2026, buying an estimated $3.46K and bringing the position to 8,866 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #178.

Pinnacle Wealth Planning Services first reported a position in WMB in Q4 2020 and has held it in 17 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,866 shares of Williams Companies worth $659K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 47 Williams Companies shares in Q2 2026, an estimated $3.46K.
  • Williams Companies made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #178 holding.
  • Pinnacle Wealth Planning Services first reported a position in Williams Companies in Q4 2020 and has held it in 17 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.