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Prossimo Advisors’s Williams Companies WMB Stock Holding History

Prossimo 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 		– Sell
-3,409
Closed -$205K – 44
2025
Q4 		$205K Hold
3,409
– – 1.32% 35
2025
Q3 		$216K Sell
3,409
-21,057
-86% -$1.24M 1.59% 26
2025
Q2 		$1.54M Buy
24,466
+254
+1% +$15K 1.23% 16
2025
Q1 		$1.45M Sell
24,212
-200
-0.8% -$11.4K 1.09% 20
2024
Q4 		$1.32M Buy
24,412
+47
+0.2% +$2.53K 0.96% 23
2024
Q3 		$1.11M Buy
24,365
+895
+4% +$39.3K 0.81% 30
2024
Q2 		$997K Buy
+23,470
New +$941K 0.9% 28
2023
Q3 		– Sell
-24,615
Closed -$803K – 123
2023
Q2 		$803K Buy
+24,615
New +$739K 0.77% 35

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

Prossimo Advisors's WMB Position: Q1 2026 in Review

Prossimo Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 3,409 shares — an estimated $205K sold.

Prossimo Advisors first reported a position in WMB in Q2 2023 and held it in 8 quarters. The position peaked at $1.54M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Prossimo Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Prossimo Advisors sold 3,409 Williams Companies shares in Q1 2026, an estimated $205K.
  • Prossimo Advisors first reported a position in Williams Companies in Q2 2023 and held it in 8 quarters.
  • Prossimo Advisors's Williams Companies position peaked at $1.54M in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Prossimo Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.