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Proficio Capital Partners’s Williams Companies WMB Stock Holding History

Proficio Capital Partners’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 		$483K Buy
+6,498
New +$478K 0.02% 335
2025
Q3 		– Sell
-6,426
Closed -$404K – 435
2025
Q2 		$404K Buy
6,426
+314
+5% +$18.5K 0.03% 280
2025
Q1 		$365K Buy
6,112
+77
+1% +$4.41K 0.03% 260
2024
Q4 		$327K Buy
+6,035
New +$325K 0.03% 252
2024
Q3 		– Sell
-5,892
Closed -$250K – 345
2024
Q2 		$250K Sell
5,892
-76
-1% -$3.05K 0.03% 278
2024
Q1 		$233K Buy
+5,968
New +$212K 0.03% 289
2019
Q3 		– Sell
-4,100
Closed -$115K – 1550
2019
Q2 		$115K Buy
4,100
+1,667
+69% +$46.3K 0.04% 191
2019
Q1 		$70K Sell
2,433
-377
-13% -$10.1K 0.03% 269
2018
Q4 		$62K Buy
2,810
+241
+9% +$6.03K 0.03% 242
2018
Q3 		$70K Buy
2,569
+2,309
+888% +$67K 0.02% 272
2018
Q2 		$7K Sell
260
-36
-12% -$949 ﹤0.01% 925
2018
Q1 		$7K Sell
296
-37
-11% -$1.09K ﹤0.01% 941
2017
Q4 		$10K Sell
333
-7,691
-96% -$224K ﹤0.01% 819
2017
Q3 		$241K Buy
8,024
+21
+0.3% +$639 0.1% 135
2017
Q2 		$253K Buy
8,003
+148
+2% +$4.41K 0.11% 135
2017
Q1 		$238K Buy
7,855
+7,624
+3,300% +$220K 0.1% 133
2016
Q4 		$7K Hold
231
– – ﹤0.01% 691
2016
Q3 		$7K Hold
231
– – ﹤0.01% 663
2016
Q2 		$5K Buy
231
+173
+298% +$3.47K ﹤0.01% 707
2016
Q1 		$1K Sell
58
-46
-44% -$791 ﹤0.01% 962
2015
Q4 		$3K Buy
+104
New +$3.63K ﹤0.01% 595

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 $3.37T AUM 44.26% 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

Proficio Capital Partners's WMB Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Williams Companies (WMB) in Q2 2026: 6,498 shares worth $483K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in WMB as recently as Q2 2025.

Proficio Capital Partners first reported a position in WMB in Q4 2015 and has held it in 21 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Proficio Capital Partners held 6,498 shares of Williams Companies worth $483K as of Q2 2026.
  • Williams Companies was a new Proficio Capital Partners position in Q2 2026.
  • Williams Companies made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #335 holding.
  • Proficio Capital Partners first reported a position in Williams Companies in Q4 2015 and has held it in 21 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.