Neo Ivy Capital Management’s Williams Companies WMB Stock Holding History

Neo Ivy 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 Q2	–	Sell	-5,535	Closed	-$403K	–	511
2026 Q1	$403K	Buy	+5,535	New	+$383K	0.11%	217
2025 Q4	–	Sell	-9,502	Closed	-$602K	–	543
2025 Q3	$602K	Buy	+9,502	New	+$558K	0.15%	196
2021 Q2	–	Sell	-1,786	Closed	-$42K	–	632
2021 Q1	$42K	Sell	1,786 -561	-24%	-$12.7K	0.05%	347
2020 Q4	$47K	Sell	2,347 -27,747	-92%	-$562K	0.05%	311
2020 Q3	$591K	Buy	+30,094	New	+$613K	0.6%	33
2019 Q4	–	Sell	-25,968	Closed	-$613K	–	408
2019 Q3	$613K	Sell	25,968 -1,799	-6%	-$45.4K	0.4%	131
2019 Q2	$779K	Buy	+27,767	New	+$772K	0.44%	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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's WMB Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 5,535 shares — an estimated $403K sold.

Neo Ivy Capital Management first reported a position in WMB in Q2 2019 and held it in 7 quarters. The position peaked at $779K in Q2 2019. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Neo Ivy Capital Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 5,535 Williams Companies shares in Q2 2026, an estimated $403K.
Neo Ivy Capital Management first reported a position in Williams Companies in Q2 2019 and held it in 7 quarters.
Neo Ivy Capital Management's Williams Companies position peaked at $779K in Q2 2019.
1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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