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Pinnacle West Asset Management’s Williams Companies WMB Stock Holding History

Pinnacle West Asset Management’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 		$3.74M Hold
50,294
– – 2.58% 10
2026
Q1 		$3.66M Sell
50,294
-2,750
-5% -$190K 2.49% 8
2025
Q4 		$3.19M Sell
53,044
-1,500
-3% -$90.7K 2.07% 11
2025
Q3 		$3.46M Hold
54,544
– – 2.24% 8
2025
Q2 		$3.43M Sell
54,544
-100
-0.2% -$5.9K 2.37% 8
2025
Q1 		$3.27M Buy
54,644
+100
+0.2% +$5.72K 2.36% 9
2024
Q4 		$2.95M Hold
54,544
– – 2.11% 10
2024
Q3 		$2.49M Buy
54,544
+175
+0.3% +$7.69K 1.78% 12
2024
Q2 		$2.31M Hold
54,369
– – 1.8% 12
2024
Q1 		$2.12M Sell
54,369
-476
-0.9% -$16.9K 1.68% 15
2023
Q4 		$1.91M Buy
54,845
+3,725
+7% +$131K 1.64% 17
2023
Q3 		$1.72M Buy
51,120
+2,650
+5% +$90.4K 1.69% 14
2023
Q2 		$1.58M Buy
48,470
+15
+0% +$450 1.54% 14
2023
Q1 		$1.45M Buy
+48,455
New +$1.5M 1.51% 16

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 West Asset Management's WMB Position: Q2 2026 in Review

Pinnacle West Asset Management held its Williams Companies (WMB) position steady in Q2 2026 at 50,294 shares worth $3.74M. The position accounts for 2.58% of the portfolio, ranked #10.

Pinnacle West Asset Management first reported a position in WMB in Q1 2023 and has held it in 14 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Pinnacle West Asset Management held 50,294 shares of Williams Companies worth $3.74M as of Q2 2026.
  • Pinnacle West Asset Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 2.58% of Pinnacle West Asset Management's portfolio in Q2 2026, its #10 holding.
  • Pinnacle West Asset Management first reported a position in Williams Companies in Q1 2023 and has held it in 14 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.