Lavaca Capital’s Williams Companies WMB Stock Holding History

Lavaca 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 Q2	$2.22M	Sell	29,800 -17,500	-37%	-$1.29M	0.22%	29
2026 Q1	$3.44M	Hold	47,300	–	–	0.61%	19
2025 Q4	$2.84M	Hold	47,300	–	–	0.46%	24
2025 Q3	$3M	Hold	47,300	–	–	0.52%	21
2025 Q2	$2.97M	Hold	47,300	–	–	1.11%	18
2025 Q1	$2.83M	Hold	47,300	–	–	1.17%	15
2024 Q4	$2.56M	Hold	47,300	–	–	1.01%	18
2024 Q3	$2.16M	Hold	47,300	–	–	0.92%	23
2024 Q2	$2.01M	Hold	47,300	–	–	1.03%	15
2024 Q1	$1.84M	Hold	47,300	–	–	1.08%	14
2023 Q4	$1.65M	Hold	47,300	–	–	0.93%	18
2023 Q3	$1.59M	Hold	47,300	–	–	0.54%	36
2023 Q2	$1.54M	Hold	47,300	–	–	0.45%	44
2023 Q1	$1.41M	Hold	47,300	–	–	0.3%	56
2022 Q4	$1.56M	Hold	47,300	–	–	0.49%	49
2022 Q3	$1.35M	Buy	47,300 +28,500	+152%	+$928K	0.49%	46
2022 Q2	$587K	Buy	18,800 +6,000	+47%	+$207K	0.09%	125
2022 Q1	$428K	Buy	+12,800	New	+$391K	0.05%	150
2019 Q2	–	Sell	-4,878	Closed	-$140K	–	359
2019 Q1	$140K	Hold	4,878	–	–	0.12%	89
2018 Q4	$108K	Buy	+4,878	New	+$122K	0.11%	90

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

Lavaca Capital's WMB Position: Q2 2026 in Review

Lavaca Capital reduced its Williams Companies (WMB) stake by 37% in Q2 2026, selling an estimated $1.29M and leaving 29,800 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #29.

Lavaca Capital first reported a position in WMB in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.44M in Q1 2026. 1,832 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Lavaca Capital held 29,800 shares of Williams Companies worth $2.22M as of Q2 2026.
Lavaca Capital sold 17,500 Williams Companies shares in Q2 2026, an estimated $1.29M.
Williams Companies made up 0.22% of Lavaca Capital's portfolio in Q2 2026, its #29 holding.
Lavaca Capital first reported a position in Williams Companies in Q4 2018 and has held it in 20 quarters since.
Lavaca Capital's Williams Companies position peaked at $3.44M in Q1 2026.
1,832 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.