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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
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 $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

South Shore Capital Advisors's WMB Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Williams Companies (WMB) stake by 4.8% in Q1 2026, selling an estimated $63.3K and leaving 17,937 shares worth $1.31M. The position accounts for 0.95% of the portfolio, ranked #25.

South Shore Capital Advisors first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • South Shore Capital Advisors held 17,937 shares of Williams Companies worth $1.31M as of Q1 2026.
  • South Shore Capital Advisors sold 914 Williams Companies shares in Q1 2026, an estimated $63.3K.
  • Williams Companies made up 0.95% of South Shore Capital Advisors's portfolio in Q1 2026, its #25 holding.
  • South Shore Capital Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.