U.S. Capital Wealth Advisors’s Williams Companies WMB Stock Holding History

U.S. Capital Wealth 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	$6.02M	Sell	82,743 -83,115	-50%	-$5.75M	0.15%	161
2025 Q4	$9.97M	Sell	165,858 -7,286	-4%	-$441K	0.26%	88
2025 Q3	$11M	Sell	173,144 -1,096	-0.6%	-$64.3K	0.3%	82
2025 Q2	$10.9M	Buy	174,240 +428	+0.2%	+$25.3K	0.32%	76
2025 Q1	$10.4M	Buy	173,812 +103,580	+147%	+$5.93M	0.32%	72
2024 Q4	$3.8M	Buy	70,232 +1,654	+2%	+$89.1K	0.12%	190
2024 Q3	$3.13M	Buy	68,578 +507	+0.7%	+$22.3K	0.11%	175
2024 Q2	$2.89M	Sell	68,071 -1,638	-2%	-$65.7K	0.11%	179
2024 Q1	$2.72M	Sell	69,709 -9,031	-11%	-$321K	0.1%	187
2023 Q4	$2.74M	Sell	78,740 -1,435	-2%	-$50.4K	0.11%	182
2023 Q3	$2.7M	Buy	80,175 +4,612	+6%	+$157K	0.12%	161
2023 Q2	$2.47M	Sell	75,563 -1,537	-2%	-$46.1K	0.12%	177
2023 Q1	$2.3M	Buy	77,100 +1,789	+2%	+$55.3K	0.11%	183
2022 Q4	$2.48M	Buy	75,311 +3,106	+4%	+$101K	0.11%	173
2022 Q3	$2.07M	Sell	72,205 -23,915	-25%	-$779K	0.1%	182
2022 Q2	$3M	Buy	96,120 +23,500	+32%	+$811K	0.13%	160
2022 Q1	$2.43M	Buy	72,620 +398	+0.6%	+$12.2K	0.09%	213
2021 Q4	$1.88M	Hold	72,222	–	–	0.07%	271
2021 Q3	$1.87M	Buy	+72,222	New	+$1.82M	0.08%	259

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's WMB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Williams Companies (WMB) stake by 50% in Q1 2026, selling an estimated $5.75M and leaving 82,743 shares worth $6.02M. The position accounts for 0.15% of the portfolio, ranked #161.

U.S. Capital Wealth Advisors first reported a position in WMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $11M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

U.S. Capital Wealth Advisors held 82,743 shares of Williams Companies worth $6.02M as of Q1 2026.
U.S. Capital Wealth Advisors sold 83,115 Williams Companies shares in Q1 2026, an estimated $5.75M.
Williams Companies made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #161 holding.
U.S. Capital Wealth Advisors first reported a position in Williams Companies in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Williams Companies position peaked at $11M in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.