Verity & Verity’s Williams Companies WMB Stock Holding History

Verity & Verity’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	-3,038	Closed	-$221K	–	143
2026 Q1	$221K	Sell	3,038 -5,391	-64%	-$373K	0.02%	134
2025 Q4	$507K	Buy	+8,429	New	+$510K	0.04%	101
2020 Q2	–	Sell	-13,088	Closed	-$185K	–	90
2020 Q1	$185K	Sell	13,088 -2,724	-17%	-$52.7K	0.05%	83
2019 Q4	$375K	Sell	15,812 -2,238	-12%	-$51.3K	0.07%	95
2019 Q3	$410K	Sell	18,050 -19,906	-52%	-$502K	0.09%	89
2019 Q2	$1.06M	Sell	37,956 -639	-2%	-$17.8K	0.23%	75
2019 Q1	$1.11M	Buy	38,595 +12,451	+48%	+$334K	0.25%	82
2018 Q4	$577K	Buy	+26,144	New	+$654K	0.15%	84

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 $3.37T AUM 44.26% 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

Verity & Verity's WMB Position: Q2 2026 in Review

Verity & Verity sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,038 shares — an estimated $221K sold.

Verity & Verity first reported a position in WMB in Q4 2018 and held it in 8 quarters. The position peaked at $1.11M in Q1 2019. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Verity & Verity reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Verity & Verity sold 3,038 Williams Companies shares in Q2 2026, an estimated $221K.
Verity & Verity first reported a position in Williams Companies in Q4 2018 and held it in 8 quarters.
Verity & Verity's Williams Companies position peaked at $1.11M in Q1 2019.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.