SEC 13F Intelligence

Capwealth Advisors, LLC / WMB

Capwealth Advisors, LLC’s Williams Cos Inc Position

Does Capwealth Advisors, LLC own Williams Cos Inc (WMB)? Yes762.3K shares worth $55M (+4.12% of its 13F portfolio) as of Q1 2026, down from 775.7K shares the prior filed quarter.

Position Value
$55M
Q1 2026
Shares
762.3K
% of Portfolio
+4.12%
Quarters Held
30
currently held

Position History WMB

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $16MQ2 ’19: $16MQ3 ’19: $15MQ4 ’19: $14MQ4 ’19Q1 ’20: $8MQ2 ’20: $12MQ3 ’20: $13MQ4 ’20: $13MQ4 ’20Q1 ’21: $15MQ2 ’21: $21MQ3 ’21: $21MQ4 ’21: $21MQ4 ’21Q1 ’22: $30MQ2 ’22: $29MQ3 ’22: $27MQ4 ’22: $31MQ4 ’22Q1 ’23: $28MQ2 ’23: $30MQ3 ’23: $31MQ4 ’23: $31MQ4 ’23Q1 ’24: $34MQ2 ’24: $36MQ3 ’24: $39MQ4 ’24: $44MQ4 ’24Q1 ’25: $48MQ2 ’25: $50MQ3 ’25: $99MQ4 ’25: $47MQ4 ’25Q1 ’26: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026762.3K$55M+4.12%
Q4 2025775.7K$47M+3.19%
Q3 20251.56M$99M+3.84%
Q2 2025794.6K$50M+4.91%
Q1 2025803.0K$48M+5.20%
Q4 2024817.2K$44M+4.85%
Q3 2024849.4K$39M+4.22%
Q2 2024854.6K$36M+4.59%
Q1 2024876.9K$34M+3.84%
Q4 2023885.9K$31M+3.76%
Q3 2023912.0K$31M+3.94%
Q2 2023921.9K$30M+3.67%
Q1 2023932.8K$28M+3.47%
Q4 2022940.4K$31M+3.64%
Q3 2022938.0K$27M+3.54%
Q2 2022939.6K$29M+3.54%
Q1 2022907.5K$30M+3.10%
Q4 2021807.5K$21M+2.14%
Q3 2021800.6K$21M+2.27%
Q2 2021790.5K$21M+2.28%
Q1 2021654.1K$15M+1.76%
Q4 2020636.5K$13M+1.52%
Q3 2020638.2K$13M+1.68%
Q2 2020627.1K$12M+1.69%
Q1 2020592.0K$8M+1.48%
Q4 2019608.6K$14M+1.82%
Q3 2019621.3K$15M+1.99%
Q2 2019584.4K$16M+2.34%
Q1 2019574.1K$16M+2.53%
Q4 2018562.6K$12M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of WMB.