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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Neo Ivy Capital Management's WMB Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Williams Companies (WMB) in Q1 2026: 5,535 shares worth $403K. The stake represents 0.11% of the portfolio and ranks #217 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in WMB as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in WMB in Q2 2019 and has held it in 7 quarters since. The position peaked at $779K in Q2 2019. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Neo Ivy Capital Management held 5,535 shares of Williams Companies worth $403K as of Q1 2026.
Williams Companies was a new Neo Ivy Capital Management position in Q1 2026.
Williams Companies made up 0.11% of Neo Ivy Capital Management's portfolio in Q1 2026, its #217 holding.
Neo Ivy Capital Management first reported a position in Williams Companies in Q2 2019 and has held it in 7 quarters since.
Neo Ivy Capital Management's Williams Companies position peaked at $779K in Q2 2019.
1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.