Prime Capital Investment Advisors’s Williams Companies WMB Stock Holding History

Prime Capital Investment Advisors’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	$938K	Sell	12,891 -491	-4%	-$34K	0.01%	520
2025 Q4	$804K	Sell	13,382 -1,028	-7%	-$62.2K	0.01%	535
2025 Q3	$913K	Buy	14,410 +1,215	+9%	+$71.3K	0.01%	498
2025 Q2	$829K	Sell	13,195 -27,831	-68%	-$1.64M	0.01%	507
2025 Q1	$2.45M	Buy	41,026 +28,814	+236%	+$1.65M	0.03%	327
2024 Q4	$661K	Buy	12,212 +383	+3%	+$20.6K	0.01%	508
2024 Q3	$540K	Buy	11,829 +764	+7%	+$33.6K	0.01%	570
2024 Q2	$470K	Sell	11,065 -99	-0.9%	-$3.97K	0.01%	590
2024 Q1	$435K	Buy	11,164 +339	+3%	+$12K	0.01%	658
2023 Q4	$377K	Sell	10,825 -1,708	-14%	-$59.9K	0.01%	664
2023 Q3	$422K	Buy	12,533 +1,028	+9%	+$35.1K	0.01%	498
2023 Q2	$375K	Buy	+11,505	New	+$345K	0.01%	542
2019 Q3	–	Sell	-1,064	Closed	-$30K	–	634
2019 Q2	$30K	Buy	+1,064	New	+$29.6K	0.01%	271

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

Prime Capital Investment Advisors's WMB Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Williams Companies (WMB) stake by 3.7% in Q1 2026, selling an estimated $34K and leaving 12,891 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #520.

Prime Capital Investment Advisors first reported a position in WMB in Q2 2019 and has held it in 13 quarters since. The position peaked at $2.45M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Prime Capital Investment Advisors held 12,891 shares of Williams Companies worth $938K as of Q1 2026.
Prime Capital Investment Advisors sold 491 Williams Companies shares in Q1 2026, an estimated $34K.
Williams Companies made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #520 holding.
Prime Capital Investment Advisors first reported a position in Williams Companies in Q2 2019 and has held it in 13 quarters since.
Prime Capital Investment Advisors's Williams Companies position peaked at $2.45M in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.