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Pointe Capital Management’s Williams Companies WMB Stock Holding History

Pointe Capital 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 		$792K Hold
10,887
– – 0.39% 53
2025
Q4 		$654K Sell
10,887
-6,454
-37% -$390K 0.32% 64
2025
Q3 		$1.1M Hold
17,341
– – 0.54% 43
2025
Q2 		$1.09M Hold
17,341
– – 0.57% 44
2025
Q1 		$1.04M Sell
17,341
-2,882
-14% -$165K 0.61% 42
2024
Q4 		$1.09M Hold
20,223
– – 0.63% 38
2024
Q3 		$923K Hold
20,223
– – 0.54% 46
2024
Q2 		$859K Sell
20,223
-188
-0.9% -$7.54K 0.53% 47
2024
Q1 		$795K Hold
20,411
– – 0.49% 53
2023
Q4 		$711K Hold
20,411
– – 0.49% 54
2023
Q3 		$688K Sell
20,411
-3,282
-14% -$112K 0.51% 49
2023
Q2 		$773K Sell
23,693
-3,396
-13% -$102K 0.58% 45
2023
Q1 		$809K Sell
27,089
-401
-1% -$12.4K 0.58% 36
2022
Q4 		$904K Buy
27,490
+223
+0.8% +$7.26K 0.69% 30
2022
Q3 		$781K Hold
27,267
– – 0.62% 34
2022
Q2 		$851K Sell
27,267
-788
-3% -$27.2K 0.63% 35
2022
Q1 		$937K Buy
28,055
+84
+0.3% +$2.57K 0.6% 39
2021
Q4 		$728K Sell
27,971
-95
-0.3% -$2.63K 0.44% 58
2021
Q3 		$728K Buy
28,066
+514
+2% +$12.9K 0.5% 53
2021
Q2 		$732K Sell
27,552
-50
-0.2% -$1.28K 0.51% 52
2021
Q1 		$654K Sell
27,602
-2,537
-8% -$57.6K 0.46% 57
2020
Q4 		$604K Sell
30,139
-3,170
-10% -$64.3K 0.52% 51
2020
Q3 		$655K Sell
33,309
-701
-2% -$14.3K 0.57% 49
2020
Q2 		$647K Hold
34,010
– – 0.58% 43
2020
Q1 		$481K Sell
34,010
-15,289
-31% -$296K 0.47% 54
2019
Q4 		$1.17M Buy
49,299
+8,010
+19% +$183K 0.98% 27
2019
Q3 		$993K Sell
41,289
-3,388
-8% -$85.4K 0.84% 33
2019
Q2 		$1.25M Sell
44,677
-2,834
-6% -$78.8K 1.03% 26
2019
Q1 		$1.36M Buy
47,511
+842
+2% +$22.6K 1.15% 24
2018
Q4 		$1.03M Sell
46,669
-14,194
-23% -$355K 1% 25
2018
Q3 		$1.66M Buy
+60,863
New +$1.77M 1.3% 19
2018
Q1 		– Sell
-25,678
Closed -$783K – 153
2017
Q4 		$783K Sell
25,678
-7,304
-22% -$212K 0.63% 41
2017
Q3 		$990K Sell
32,982
-613
-2% -$18.7K 0.73% 43
2017
Q2 		$1.02M Buy
+33,595
New +$1M 0.73% 40
2016
Q2 		– Sell
-48,015
Closed -$772K – 156
2016
Q1 		$772K Sell
48,015
-71,715
-60% -$1.23M 0.61% 50
2015
Q4 		$3.08M Sell
119,730
-22,356
-16% -$781K 2.23% 8
2015
Q3 		$5.24M Sell
142,086
-11,955
-8% -$595K 3.2% 5
2015
Q2 		$8.84M Buy
154,041
+9,956
+7% +$513K 3.98% 2
2015
Q1 		$7.29M Buy
+144,085
New +$6.68M 3.41% 4

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

Pointe Capital Management's WMB Position: Q1 2026 in Review

Pointe Capital Management held its Williams Companies (WMB) position steady in Q1 2026 at 10,887 shares worth $792K. The position accounts for 0.39% of the portfolio, ranked #53.

Pointe Capital Management first reported a position in WMB in Q1 2015 and has held it in 39 quarters since. The position peaked at $8.84M in Q2 2015. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Pointe Capital Management held 10,887 shares of Williams Companies worth $792K as of Q1 2026.
  • Pointe Capital Management left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.39% of Pointe Capital Management's portfolio in Q1 2026, its #53 holding.
  • Pointe Capital Management first reported a position in Williams Companies in Q1 2015 and has held it in 39 quarters since.
  • Pointe Capital Management's Williams Companies position peaked at $8.84M in Q2 2015.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.