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SummitTX Capital’s Williams Companies WMB Stock Holding History

SummitTX Capital’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 		– Sell
-7,102
Closed -$427K – 994
2025
Q4 		$427K Sell
7,102
-14,914
-68% -$902K 0.01% 553
2025
Q3 		$1.39M Sell
22,016
-20,046
-48% -$1.18M 0.06% 320
2025
Q2 		$2.64M Sell
42,062
-26,234
-38% -$1.55M 0.11% 212
2025
Q1 		$4.08M Buy
+68,296
New +$3.91M 0.18% 139

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

SummitTX Capital's WMB Position: Q1 2026 in Review

SummitTX Capital sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 7,102 shares — an estimated $427K sold.

SummitTX Capital first reported a position in WMB in Q1 2025 and held it in 4 quarters. The position peaked at $4.08M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • SummitTX Capital reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 7,102 Williams Companies shares in Q1 2026, an estimated $427K.
  • SummitTX Capital first reported a position in Williams Companies in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's Williams Companies position peaked at $4.08M in Q1 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.