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Steel Grove Capital Advisors’s Williams Companies WMB Stock Holding History

Steel Grove 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 		$1.39M Sell
19,136
-52
-0.3% -$3.6K 0.15% 89
2025
Q4 		$1.15M Sell
19,188
-90
-0.5% -$5.44K 0.12% 83
2025
Q3 		$1.21M Hold
19,278
– – 0.14% 90
2025
Q2 		$1.21M Buy
19,278
+5
+0% +$295 0.14% 91
2025
Q1 		$1.15M Buy
19,273
+275
+1% +$15.7K 0.17% 81
2024
Q4 		$1.03M Sell
18,998
-477
-2% -$25.7K 0.14% 81
2024
Q3 		$879K Hold
19,475
– – 0.12% 87
2024
Q2 		$828K Sell
19,475
-6,352
-25% -$255K 0.11% 87
2024
Q1 		$1.01M Buy
25,827
+7,951
+44% +$283K 0.13% 87
2023
Q4 		$623K Sell
17,876
-580
-3% -$20.4K 0.08% 88
2023
Q3 		$622K Sell
18,456
-3,098
-14% -$106K 0.08% 98
2023
Q2 		$703K Sell
21,554
-2,701
-11% -$81.1K 0.09% 97
2023
Q1 		$724K Hold
24,255
– – 0.1% 98
2022
Q4 		$798K Hold
24,255
– – 0.11% 90
2022
Q3 		$694K Sell
24,255
-499
-2% -$16.3K 0.12% 84
2022
Q2 		$773K Buy
24,754
+1,330
+6% +$45.9K 0.14% 77
2022
Q1 		$783K Sell
23,424
-180
-0.8% -$5.5K 0.12% 80
2021
Q4 		$615K Buy
23,604
+5,382
+30% +$149K 0.12% 77
2021
Q3 		$473K Buy
18,222
+197
+1% +$4.96K 0.11% 96
2021
Q2 		$479K Sell
18,025
-10,120
-36% -$259K 0.13% 93
2021
Q1 		$667K Hold
28,145
– – 0.22% 81
2020
Q4 		$564K Buy
28,145
+1,004
+4% +$20.4K 0.18% 84
2020
Q3 		$533K Buy
27,141
+1,191
+5% +$24.2K 0.22% 77
2020
Q2 		$494K Buy
+25,950
New +$483K 0.22% 79
2018
Q4 		– Sell
-72,385
Closed -$1.97M – 342
2018
Q3 		$1.97M Buy
+72,385
New +$2.1M 0.28% 80
2016
Q1 		– Sell
-8,618
Closed -$221K – 203
2015
Q4 		$221K Sell
8,618
-7,229
-46% -$253K 0.05% 175
2015
Q3 		$584K Buy
+15,847
New +$789K 0.15% 98

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

Steel Grove Capital Advisors's WMB Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its Williams Companies (WMB) stake by 0.27% in Q1 2026, selling an estimated $3.6K and leaving 19,136 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #89.

Steel Grove Capital Advisors first reported a position in WMB in Q3 2015 and has held it in 27 quarters since. The position peaked at $1.97M in Q3 2018. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Steel Grove Capital Advisors held 19,136 shares of Williams Companies worth $1.39M as of Q1 2026.
  • Steel Grove Capital Advisors sold 52 Williams Companies shares in Q1 2026, an estimated $3.6K.
  • Williams Companies made up 0.15% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #89 holding.
  • Steel Grove Capital Advisors first reported a position in Williams Companies in Q3 2015 and has held it in 27 quarters since.
  • Steel Grove Capital Advisors's Williams Companies position peaked at $1.97M in Q3 2018.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.