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RPG Investment Advisory’s Williams Companies WMB Stock Holding History

RPG Investment Advisory’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 		$251K Buy
3,450
+70
+2% +$4.85K 0.03% 87
2025
Q4 		$203K Hold
3,380
– – 0.02% 90
2025
Q3 		$214K Buy
3,380
+50
+2% +$2.93K 0.03% 83
2025
Q2 		$209K Sell
3,330
-3,030
-48% -$179K 0.03% 84
2025
Q1 		$380K Buy
+6,360
New +$364K 0.03% 84
2018
Q1 		– Sell
-64
Closed -$2K – 454
2017
Q4 		$2K Hold
64
– – ﹤0.01% 417
2017
Q3 		$2K Buy
+64
New +$1.95K ﹤0.01% 329

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

RPG Investment Advisory's WMB Position: Q1 2026 in Review

RPG Investment Advisory increased its Williams Companies (WMB) stake by 2.1% in Q1 2026, buying an estimated $4.85K and bringing the position to 3,450 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #87.

RPG Investment Advisory first reported a position in WMB in Q3 2017 and has held it in 7 quarters since. The position peaked at $380K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • RPG Investment Advisory held 3,450 shares of Williams Companies worth $251K as of Q1 2026.
  • RPG Investment Advisory bought 70 Williams Companies shares in Q1 2026, an estimated $4.85K.
  • Williams Companies made up 0.03% of RPG Investment Advisory's portfolio in Q1 2026, its #87 holding.
  • RPG Investment Advisory first reported a position in Williams Companies in Q3 2017 and has held it in 7 quarters since.
  • RPG Investment Advisory's Williams Companies position peaked at $380K in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on RPG Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.