Private Capital Advisors
WMB icon

Private Capital Advisors’s Williams Companies WMB Stock Holding History

Private Capital 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
Q3 		$16.9M Sell
249,238
-2,670
-1% -$194K 1.47% 16
2026
Q2 		$18.7M Hold
251,908
– – 1.64% 15
2026
Q1 		$18.3M Buy
251,908
+960
+0.4% +$66.5K 2.1% 9
2025
Q4 		$15.1M Sell
250,948
-924
-0.4% -$55.9K 1.54% 12
2025
Q3 		$16M Buy
251,872
+89
+0% +$5.22K 1.78% 15
2025
Q2 		$15.8M Buy
251,783
+2,407
+1% +$142K 1.93% 11
2025
Q1 		$14.9M Buy
249,376
+153
+0.1% +$8.76K 1.78% 13
2024
Q4 		$13.5M Buy
249,223
+10
+0% +$539 1.61% 19
2024
Q3 		$11.4M Sell
249,213
-245
-0.1% -$10.8K 1.25% 24
2024
Q2 		$10.6M Sell
249,458
-1,145
-0.5% -$45.9K 1.18% 22
2024
Q1 		$9.8M Sell
250,603
-3,045
-1% -$108K 1.22% 24
2023
Q4 		$8.84M Sell
253,648
-91,627
-27% -$3.22M 1.35% 21
2023
Q3 		$11.9M Sell
345,275
-65,533
-16% -$2.24M 1.83% 11
2023
Q2 		$13.4M Sell
410,808
-7,899
-2% -$237K 2.2% 9
2023
Q1 		$12.5M Sell
418,707
-74,750
-15% -$2.31M 2.36% 11
2022
Q4 		$16.2M Sell
493,457
-205
-0% -$6.67K 2.78% 10
2022
Q3 		$14.1M Buy
493,662
+176,283
+56% +$5.74M 2.45% 11
2022
Q2 		$9.9M Buy
317,379
+14,522
+5% +$501K 1.67% 19
2022
Q1 		$10.1M Buy
+302,857
New +$9.26M 1.47% 24

Other funds holding WMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Private Capital Advisors's WMB Position: Q3 2026 in Review

Private Capital Advisors reduced its Williams Companies (WMB) stake by 1.1% in Q3 2026, selling an estimated $194K and leaving 249,238 shares worth $16.9M. The position accounts for 1.47% of the portfolio, ranked #16.

Private Capital Advisors first reported a position in WMB in Q1 2022 and has held it in 19 quarters since. The position peaked at $18.7M in Q2 2026. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Private Capital Advisors held 249,238 shares of Williams Companies worth $16.9M as of Q3 2026.
  • Private Capital Advisors sold 2,670 Williams Companies shares in Q3 2026, an estimated $194K.
  • Williams Companies made up 1.47% of Private Capital Advisors's portfolio in Q3 2026, its #16 holding.
  • Private Capital Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 19 quarters since.
  • Private Capital Advisors's Williams Companies position peaked at $18.7M in Q2 2026.
  • 973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Private Capital Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.