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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle West Asset Management's WMB Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Williams Companies (WMB) stake by 5.2% in Q1 2026, selling an estimated $190K and leaving 50,294 shares worth $3.66M. The position accounts for 2.49% of the portfolio, ranked #8.

Pinnacle West Asset Management first reported a position in WMB in Q1 2023 and has held it in 13 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Pinnacle West Asset Management held 50,294 shares of Williams Companies worth $3.66M as of Q1 2026.
Pinnacle West Asset Management sold 2,750 Williams Companies shares in Q1 2026, an estimated $190K.
Williams Companies made up 2.49% of Pinnacle West Asset Management's portfolio in Q1 2026, its #8 holding.
Pinnacle West Asset Management first reported a position in Williams Companies in Q1 2023 and has held it in 13 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.