Shelton Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $482K | Buy |
6,482
+13
| +0.2% | +$957 | 0.01% | 370 |
|
|
2026
Q1 | $471K | Sell |
6,469
-35,375
| -85% | -$2.45M | 0.01% | 369 |
|
|
2025
Q4 | $2.52M | Hold |
41,844
| – | – | 0.05% | 206 |
|
|
2025
Q3 | $2.65M | Hold |
41,844
| – | – | 0.06% | 198 |
|
|
2025
Q2 | $2.63M | Sell |
41,844
-70,185
| -63% | -$4.14M | 0.06% | 206 |
|
|
2025
Q1 | $6.69M | Buy |
112,029
+17,343
| +18% | +$993K | 0.16% | 133 |
|
|
2024
Q4 | $5.12M | Buy |
94,686
+17,488
| +23% | +$942K | 0.13% | 153 |
|
|
2024
Q3 | $3.52M | Buy |
77,198
+70,000
| +972% | +$3.08M | 0.09% | 192 |
|
|
2024
Q2 | $306K | Hold |
7,198
| – | – | 0.01% | 480 |
|
|
2024
Q1 | $281K | Hold |
7,198
| – | – | 0.01% | 565 |
|
|
2023
Q4 | $251K | Sell |
7,198
-728
| -9% | -$25.5K | 0.01% | 575 |
|
|
2023
Q3 | $267K | Hold |
7,926
| – | – | 0.01% | 524 |
|
|
2023
Q2 | $259K | Sell |
7,926
-107
| -1% | -$3.21K | 0.01% | 574 |
|
|
2023
Q1 | $240K | Buy |
8,033
+107
| +1% | +$3.31K | 0.01% | 594 |
|
|
2022
Q4 | $261K | Sell |
7,926
-372
| -4% | -$12.1K | 0.03% | 509 |
|
|
2022
Q3 | $238K | Hold |
8,298
| – | – | 0.01% | 550 |
|
|
2022
Q2 | $259K | Sell |
8,298
-11
| -0.1% | -$380 | 0.01% | 544 |
|
|
2022
Q1 | $278K | Sell |
8,309
-171
| -2% | -$5.23K | 0.01% | 601 |
|
|
2021
Q4 | $221K | Buy |
8,480
+543
| +7% | +$15K | 0.01% | 738 |
|
|
2021
Q3 | $206K | Hold |
7,937
| – | – | 0.01% | 755 |
|
|
2021
Q2 | $211K | Buy |
+7,937
| New | +$203K | 0.01% | 774 |
|
|
2020
Q4 | – | Sell |
-83,559
| Closed | -$1.64M | – | 828 |
|
|
2020
Q3 | $1.64M | Buy |
+83,559
| New | +$1.7M | 0.07% | 286 |
|
|
2020
Q1 | – | Sell |
-8,559
| Closed | -$203K | – | 837 |
|
|
2019
Q4 | $203K | Sell |
8,559
-1,568
| -15% | -$35.9K | 0.01% | 763 |
|
|
2019
Q3 | $244K | Hold |
10,127
| – | – | 0.01% | 638 |
|
|
2019
Q2 | $284K | Buy |
+10,127
| New | +$281K | 0.02% | 576 |
|
|
2018
Q1 | – | Sell |
-6,807
| Closed | -$208K | – | 895 |
|
|
2017
Q4 | $208K | Hold |
6,807
| – | – | 0.01% | 801 |
|
|
2017
Q3 | $204K | Hold |
6,807
| – | – | 0.01% | 789 |
|
|
2017
Q2 | $206K | Hold |
6,807
| – | – | 0.01% | 797 |
|
|
2017
Q1 | $201K | Buy |
+6,807
| New | +$197K | 0.01% | 820 |
|
|
2015
Q3 | – | Sell |
-4,450
| Closed | -$255K | – | 784 |
|
|
2015
Q2 | $255K | Hold |
4,450
| – | – | 0.03% | 650 |
|
|
2015
Q1 | $225K | Buy |
+4,450
| New | +$206K | 0.02% | 729 |
|
|
2014
Q4 | – | Sell |
-4,450
| Closed | -$246K | – | 808 |
|
|
2014
Q3 | $246K | Hold |
4,450
| – | – | 0.03% | 636 |
|
|
2014
Q2 | $259K | Buy |
+4,450
| New | +$206K | 0.04% | 632 |
|
Other funds holding WMB
Shelton Capital Management's WMB Position: Q2 2026 in Review
Shelton Capital Management increased its Williams Companies (WMB) stake by 0.2% in Q2 2026, buying an estimated $957 and bringing the position to 6,482 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #370.
Shelton Capital Management first reported a position in WMB in Q2 2014 and has held it in 33 quarters since. The position peaked at $6.69M in Q1 2025. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Shelton Capital Management held 6,482 shares of Williams Companies worth $482K as of Q2 2026.
- Shelton Capital Management bought 13 Williams Companies shares in Q2 2026, an estimated $957.
- Williams Companies made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #370 holding.
- Shelton Capital Management first reported a position in Williams Companies in Q2 2014 and has held it in 33 quarters since.
- Shelton Capital Management's Williams Companies position peaked at $6.69M in Q1 2025.
- 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.