Oliver Lagore Vanvalin Investment Group’s Williams Companies WMB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$14.1K	Buy	+235	New	+$13.9K	0.01%	385
2024 Q4	$13.1K	Buy	241 +10	+4%	+$539	﹤0.01%	413
2024 Q3	$10.6K	Sell	231 -48	-17%	-$2.11K	﹤0.01%	421
2024 Q2	$11.9K	Buy	279 +53	+23%	+$2.13K	﹤0.01%	400
2024 Q1	$8.82K	Buy	226 +2	+0.9%	+$71	﹤0.01%	429
2023 Q4	$7.79K	Buy	224 +3	+1%	+$105	﹤0.01%	456
2023 Q3	$7.44K	Buy	221 +3	+1%	+$102	﹤0.01%	489
2023 Q2	$7.11K	Buy	218 +3	+1%	+$90	﹤0.01%	525
2023 Q1	$6.41K	Buy	215 +4	+2%	+$124	﹤0.01%	452
2022 Q4	$6.96K	Buy	211 +2	+1%	+$65	﹤0.01%	419
2022 Q3	$6K	Buy	209 +3	+1%	+$98	﹤0.01%	412
2022 Q2	$6K	Buy	206 +3	+1%	+$104	﹤0.01%	402
2022 Q1	$7K	Buy	+203	New	+$6.2K	﹤0.01%	383

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WMB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Williams Companies (WMB) in Q2 2025: 235 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WMB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WMB in Q1 2022 and has held it in 13 quarters since. 1,632 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 235 shares of Williams Companies worth $14.1K as of Q2 2025.
Williams Companies was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Williams Companies made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #385 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Williams Companies in Q1 2022 and has held it in 13 quarters since.
1,632 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.