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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
Q2 		$915K Sell
12,313
-578
-4% -$42.5K 0.01% 540
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
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 $3.38T AUM 44.17% 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

Prime Capital Investment Advisors's WMB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Williams Companies (WMB) stake by 4.5% in Q2 2026, selling an estimated $42.5K and leaving 12,313 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #540.

Prime Capital Investment Advisors first reported a position in WMB in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.45M in Q1 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Prime Capital Investment Advisors held 12,313 shares of Williams Companies worth $915K as of Q2 2026.
  • Prime Capital Investment Advisors sold 578 Williams Companies shares in Q2 2026, an estimated $42.5K.
  • Williams Companies made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #540 holding.
  • Prime Capital Investment Advisors first reported a position in Williams Companies in Q2 2019 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Williams Companies position peaked at $2.45M in Q1 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.