SSCA
WMB icon

South Shore Capital Advisors’s Williams Companies WMB Stock Holding History

South Shore Capital 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
Q2 		$1.21M Sell
16,285
-1,652
-9% -$122K 0.81% 26
2026
Q1 		$1.31M Sell
17,937
-914
-5% -$63.3K 0.95% 25
2025
Q4 		$1.13M Buy
+18,851
New +$1.14M 0.83% 24

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

South Shore Capital Advisors's WMB Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Williams Companies (WMB) stake by 9.2% in Q2 2026, selling an estimated $122K and leaving 16,285 shares worth $1.21M. The position accounts for 0.81% of the portfolio, ranked #26.

South Shore Capital Advisors first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2026. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • South Shore Capital Advisors held 16,285 shares of Williams Companies worth $1.21M as of Q2 2026.
  • South Shore Capital Advisors sold 1,652 Williams Companies shares in Q2 2026, an estimated $122K.
  • Williams Companies made up 0.81% of South Shore Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • South Shore Capital Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • South Shore Capital Advisors's Williams Companies position peaked at $1.31M in Q1 2026.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.