Trifecta Capital Advisors’s Williams Companies WMB Stock Holding History

Trifecta 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	$18.2K	Hold	245	–	–	﹤0.01%	235
2026 Q1	$17.8K	Hold	245	–	–	﹤0.01%	209
2025 Q4	$14.7K	Sell	245 -28	-10%	-$1.69K	﹤0.01%	209
2025 Q3	$17.3K	Hold	273	–	–	﹤0.01%	212
2025 Q2	$17.1K	Hold	273	–	–	﹤0.01%	221
2025 Q1	$16.3K	Buy	273 +245	+875%	+$14K	﹤0.01%	197
2024 Q4	$1.52K	Sell	28 -291	-91%	-$15.7K	﹤0.01%	336
2024 Q3	$14.6K	Hold	319	–	–	﹤0.01%	205
2024 Q2	$13.6K	Buy	319 +291	+1,039%	+$11.7K	﹤0.01%	207
2024 Q1	$1.09K	Hold	28	–	–	﹤0.01%	367
2023 Q4	$976	Hold	28	–	–	﹤0.01%	398
2023 Q3	$944	Hold	28	–	–	﹤0.01%	374
2023 Q2	$914	Hold	28	–	–	﹤0.01%	381
2023 Q1	$837	Hold	28	–	–	﹤0.01%	384
2022 Q4	$921	Buy	+28	New	+$912	﹤0.01%	381

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trifecta Capital Advisors's WMB Position: Q2 2026 in Review

Trifecta Capital Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 245 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Trifecta Capital Advisors first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Trifecta Capital Advisors held 245 shares of Williams Companies worth $18.2K as of Q2 2026.
Trifecta Capital Advisors left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #235 holding.
Trifecta Capital Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.