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LVW Advisors’s Williams Companies WMB Stock Holding History

LVW Advisors’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 		$310K Buy
4,167
+1,283
+44% +$94.4K 0.03% 344
2026
Q1 		$210K Buy
+2,884
New +$200K 0.02% 408
2025
Q4 		– Sell
-4,343
Closed -$275K – 371
2025
Q3 		$275K Sell
4,343
-1,801
-29% -$106K 0.03% 288
2025
Q2 		$386K Buy
+6,144
New +$363K 0.04% 229
2019
Q3 		– Sell
-13,175
Closed -$369K – 185
2019
Q2 		$369K Sell
13,175
-11,000
-46% -$306K 0.1% 109
2019
Q1 		$694K Sell
24,175
-4,975
-17% -$133K 0.18% 80
2018
Q4 		$643K Buy
29,150
+2,575
+10% +$64.4K 0.22% 65
2018
Q3 		$723K Buy
26,575
+11,966
+82% +$347K 0.2% 75
2018
Q2 		$396K Buy
14,609
+4,175
+40% +$110K 0.13% 99
2018
Q1 		$259K Buy
10,434
+975
+10% +$28.8K 0.08% 125
2017
Q4 		$288K Sell
9,459
-13,650
-59% -$397K 0.08% 118
2017
Q3 		$694K Sell
23,109
-4,250
-16% -$129K 0.28% 66
2017
Q2 		$828K Sell
27,359
-1,600
-6% -$47.7K 0.29% 46
2017
Q1 		$857K Sell
28,959
-12,300
-30% -$356K 0.31% 50
2016
Q4 		$1.28M Buy
41,259
+225
+0.5% +$6.78K 0.45% 42
2016
Q3 		$1.26M Buy
41,034
+22,200
+118% +$589K 0.41% 38
2016
Q2 		$407K Sell
18,834
-819
-4% -$16.4K 0.15% 74
2016
Q1 		$316K Buy
19,653
+4,405
+29% +$75.7K 0.1% 109
2015
Q4 		$392K Buy
15,248
+4,301
+39% +$150K 0.15% 89
2015
Q3 		$403K Buy
10,947
+5,175
+90% +$258K 0.19% 85
2015
Q2 		$331K Buy
+5,772
New +$297K 0.14% 100

Other funds holding WMB

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LVW Advisors's WMB Position: Q2 2026 in Review

LVW Advisors increased its Williams Companies (WMB) stake by 44% in Q2 2026, buying an estimated $94.4K and bringing the position to 4,167 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #344.

LVW Advisors first reported a position in WMB in Q2 2015 and has held it in 21 quarters since. The position peaked at $1.28M in Q4 2016. 775 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • LVW Advisors held 4,167 shares of Williams Companies worth $310K as of Q2 2026.
  • LVW Advisors bought 1,283 Williams Companies shares in Q2 2026, an estimated $94.4K.
  • Williams Companies made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #344 holding.
  • LVW Advisors first reported a position in Williams Companies in Q2 2015 and has held it in 21 quarters since.
  • LVW Advisors's Williams Companies position peaked at $1.28M in Q4 2016.
  • 775 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.