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 Q2	$249K	Sell	3,350 -100	-3%	-$7.36K	0.03%	88
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RPG Investment Advisory's WMB Position: Q2 2026 in Review

RPG Investment Advisory reduced its Williams Companies (WMB) stake by 2.9% in Q2 2026, selling an estimated $7.36K and leaving 3,350 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #88.

RPG Investment Advisory first reported a position in WMB in Q3 2017 and has held it in 8 quarters since. The position peaked at $380K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

RPG Investment Advisory held 3,350 shares of Williams Companies worth $249K as of Q2 2026.
RPG Investment Advisory sold 100 Williams Companies shares in Q2 2026, an estimated $7.36K.
Williams Companies made up 0.03% of RPG Investment Advisory's portfolio in Q2 2026, its #88 holding.
RPG Investment Advisory first reported a position in Williams Companies in Q3 2017 and has held it in 8 quarters since.
RPG Investment Advisory's Williams Companies position peaked at $380K in Q1 2025.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.