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 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 $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

Lavaca Capital's WMB Position: Q1 2026 in Review

Lavaca Capital held its Williams Companies (WMB) position steady in Q1 2026 at 47,300 shares worth $3.44M. The position accounts for 0.61% of the portfolio, ranked #19.

Lavaca Capital first reported a position in WMB in Q4 2018 and has held it in 19 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Lavaca Capital held 47,300 shares of Williams Companies worth $3.44M as of Q1 2026.
Lavaca Capital left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.61% of Lavaca Capital's portfolio in Q1 2026, its #19 holding.
Lavaca Capital first reported a position in Williams Companies in Q4 2018 and has held it in 19 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.