United Capital Financial Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.75M | Buy |
24,010
+1,320
| +6% | +$91.4K | 0.01% | 586 |
|
|
2025
Q4 | $1.36M | Buy |
22,690
+899
| +4% | +$54.4K | 0.01% | 641 |
|
|
2025
Q3 | $1.38M | Sell |
21,791
-2,376
| -10% | -$139K | 0.01% | 557 |
|
|
2025
Q2 | $1.52M | Buy |
24,167
+779
| +3% | +$46K | 0.01% | 501 |
|
|
2025
Q1 | $1.4M | Buy |
23,388
+2,824
| +14% | +$162K | 0.01% | 496 |
|
|
2024
Q4 | $1.11M | Buy |
20,564
+405
| +2% | +$21.8K | 0.01% | 528 |
|
|
2024
Q3 | $920K | Sell |
20,159
-225
| -1% | -$9.89K | 0.01% | 562 |
|
|
2024
Q2 | $866K | Sell |
20,384
-48,867
| -71% | -$1.96M | 0.01% | 569 |
|
|
2024
Q1 | $2.7M | Sell |
69,251
-3,542
| -5% | -$126K | 0.02% | 375 |
|
|
2023
Q4 | $2.54M | Sell |
72,793
-132,400
| -65% | -$4.65M | 0.02% | 378 |
|
|
2023
Q3 | $6.91M | Sell |
205,193
-3,979
| -2% | -$136K | 0.05% | 262 |
|
|
2023
Q2 | $6.83M | Sell |
209,172
-12,490
| -6% | -$375K | 0.04% | 279 |
|
|
2023
Q1 | $6.62M | Buy |
221,662
+13,517
| +6% | +$418K | 0.04% | 290 |
|
|
2022
Q4 | $6.85M | Sell |
208,145
-5,349
| -3% | -$174K | 0.04% | 293 |
|
|
2022
Q3 | $6.11M | Buy |
213,494
+7,477
| +4% | +$244K | 0.04% | 304 |
|
|
2022
Q2 | $6.43M | Sell |
206,017
-6,294
| -3% | -$217K | 0.04% | 308 |
|
|
2022
Q1 | $7.09M | Sell |
212,311
-2,287
| -1% | -$69.9K | 0.03% | 314 |
|
|
2021
Q4 | $5.59M | Sell |
214,598
-5,931
| -3% | -$164K | 0.03% | 357 |
|
|
2021
Q3 | $5.72M | Sell |
220,529
-14,737
| -6% | -$371K | 0.03% | 358 |
|
|
2021
Q2 | $6.25M | Sell |
235,266
-2,684
| -1% | -$68.7K | 0.03% | 347 |
|
|
2021
Q1 | $5.64M | Sell |
237,950
-35,916
| -13% | -$816K | 0.03% | 344 |
|
|
2020
Q4 | $5.49M | Sell |
273,866
-50,612
| -16% | -$1.03M | 0.03% | 341 |
|
|
2020
Q3 | $6.38M | Sell |
324,478
-13,249
| -4% | -$270K | 0.04% | 302 |
|
|
2020
Q2 | $6.42M | Buy |
337,727
+12,480
| +4% | +$232K | 0.05% | 314 |
|
|
2020
Q1 | $4.6M | Buy |
325,247
+27,721
| +9% | +$537K | 0.04% | 351 |
|
|
2019
Q4 | $7.06M | Sell |
297,526
-51,414
| -15% | -$1.18M | 0.05% | 357 |
|
|
2019
Q3 | $8.4M | Sell |
348,940
-30,252
| -8% | -$763K | 0.06% | 315 |
|
|
2019
Q2 | $10.6M | Buy |
379,192
+49,767
| +15% | +$1.38M | 0.07% | 290 |
|
|
2019
Q1 | $9.46M | Buy |
329,425
+55,321
| +20% | +$1.48M | 0.07% | 298 |
|
|
2018
Q4 | $6.04M | Buy |
274,104
+50,451
| +23% | +$1.26M | 0.05% | 332 |
|
|
2018
Q3 | $6.08M | Buy |
223,653
+136,211
| +156% | +$3.95M | 0.04% | 398 |
|
|
2018
Q2 | $2.37M | Buy |
87,442
+5,259
| +6% | +$139K | 0.02% | 558 |
|
|
2018
Q1 | $2.04M | Buy |
82,183
+2,735
| +3% | +$80.7K | 0.02% | 581 |
|
|
2017
Q4 | $2.42M | Sell |
79,448
-14,251
| -15% | -$414K | 0.02% | 548 |
|
|
2017
Q3 | $2.81M | Sell |
93,699
-6,076
| -6% | -$185K | 0.02% | 503 |
|
|
2017
Q2 | $3.02M | Buy |
99,775
+1,934
| +2% | +$57.6K | 0.03% | 478 |
|
|
2017
Q1 | $2.9M | Buy |
97,841
+624
| +0.6% | +$18K | 0.03% | 478 |
|
|
2016
Q4 | $3.03M | Sell |
97,217
-11,615
| -11% | -$350K | 0.03% | 468 |
|
|
2016
Q3 | $3.34M | Sell |
108,832
-29,474
| -21% | -$782K | 0.03% | 465 |
|
|
2016
Q2 | $3.04M | Buy |
138,306
+3,375
| +3% | +$67.8K | 0.03% | 460 |
|
|
2016
Q1 | $2.17M | Sell |
134,931
-23,845
| -15% | -$410K | 0.02% | 514 |
|
|
2015
Q4 | $4.08M | Sell |
158,776
-45,604
| -22% | -$1.59M | 0.05% | 371 |
|
|
2015
Q3 | $7.53M | Buy |
204,380
+125,659
| +160% | +$6.26M | 0.09% | 235 |
|
|
2015
Q2 | $4.52M | Buy |
78,721
+13,190
| +20% | +$680K | 0.05% | 355 |
|
|
2015
Q1 | $3.35M | Buy |
65,531
+13,763
| +27% | +$638K | 0.04% | 434 |
|
|
2014
Q4 | $2.33M | Buy |
51,768
+43,596
| +533% | +$2.23M | 0.03% | 432 |
|
|
2014
Q3 | $452K | Buy |
+8,172
| New | +$470K | 0.01% | 815 |
|
|
2014
Q2 | – | Sell |
-36,196
| Closed | -$1.47M | – | 943 |
|
|
2014
Q1 | $1.47M | Sell |
36,196
-4,726
| -12% | -$191K | 0.03% | 411 |
|
|
2013
Q4 | $1.58M | Buy |
+40,922
| New | +$1.47M | 0.05% | 274 |
|
|
2013
Q3 | – | Sell |
-37,036
| Closed | -$1.2M | – | 753 |
|
|
2013
Q2 | $1.2M | Buy |
+37,036
| New | +$1.33M | 0.03% | 378 |
|
Other funds holding WMB
VCM
VPM
United Capital Financial Advisors's WMB Position: Q1 2026 in Review
United Capital Financial Advisors increased its Williams Companies (WMB) stake by 5.8% in Q1 2026, buying an estimated $91.4K and bringing the position to 24,010 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #586.
United Capital Financial Advisors first reported a position in WMB in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.6M in Q2 2019. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- United Capital Financial Advisors held 24,010 shares of Williams Companies worth $1.75M as of Q1 2026.
- United Capital Financial Advisors bought 1,320 Williams Companies shares in Q1 2026, an estimated $91.4K.
- Williams Companies made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #586 holding.
- United Capital Financial Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 50 quarters since.
- United Capital Financial Advisors's Williams Companies position peaked at $10.6M in Q2 2019.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.