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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Verity & Verity's WMB Position: Q1 2026 in Review

Verity & Verity reduced its Williams Companies (WMB) stake by 64% in Q1 2026, selling an estimated $373K and leaving 3,038 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #134.

Verity & Verity first reported a position in WMB in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Verity & Verity held 3,038 shares of Williams Companies worth $221K as of Q1 2026.
Verity & Verity sold 5,391 Williams Companies shares in Q1 2026, an estimated $373K.
Williams Companies made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #134 holding.
Verity & Verity first reported a position in Williams Companies in Q4 2018 and has held it in 8 quarters since.
Verity & Verity's Williams Companies position peaked at $1.11M in Q1 2019.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.