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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
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 $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 Planning Services's WMB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Williams Companies (WMB) stake by 0.9% in Q1 2026, buying an estimated $5.47K and bringing the position to 8,819 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #172.

Pinnacle Wealth Planning Services first reported a position in WMB in Q4 2020 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,819 shares of Williams Companies worth $642K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 79 Williams Companies shares in Q1 2026, an estimated $5.47K.
  • Williams Companies made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #172 holding.
  • Pinnacle Wealth Planning Services first reported a position in Williams Companies in Q4 2020 and has held it in 16 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.