LVM Capital Management’s Williams Companies WMB Stock Holding History

LVM Capital Management’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 Q3	–	Sell	-7,999	Closed	-$595K	–	166
2026 Q2	$595K	Buy	+7,999	New	+$589K	0.05%	109

Other funds holding WMB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LVM Capital Management's WMB Position: Q3 2026 in Review

LVM Capital Management sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 7,999 shares — an estimated $595K sold.

LVM Capital Management first reported a position in WMB in Q2 2026 and held it in 1 quarter. The position peaked at $595K in Q2 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

LVM Capital Management reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
LVM Capital Management sold 7,999 Williams Companies shares in Q3 2026, an estimated $595K.
LVM Capital Management first reported a position in Williams Companies in Q2 2026 and held it in 1 quarter.
LVM Capital Management's Williams Companies position peaked at $595K in Q2 2026.
1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.