Vermillion Wealth Management’s Williams Companies WMB Stock Holding History

Vermillion Wealth 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	$63.2K	Sell	850 -85	-9%	-$6.25K	0.01%	534
2026 Q1	$68K	Buy	935 +89	+11%	+$6.16K	0.03%	173
2025 Q4	$50.8K	Buy	846 +3	+0.4%	+$181	0.02%	195
2025 Q3	$53.4K	Buy	843 +2	+0.2%	+$117	0.01%	551
2025 Q2	$52.8K	Buy	841 +2	+0.2%	+$118	0.03%	174
2025 Q1	$50.1K	Buy	839 +3	+0.4%	+$172	0.01%	513
2024 Q4	$45.3K	Buy	+836	New	+$45.1K	0.02%	187

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Vermillion Wealth Management's WMB Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Williams Companies (WMB) stake by 9.1% in Q2 2026, selling an estimated $6.25K and leaving 850 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #534.

Vermillion Wealth Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $68K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Vermillion Wealth Management held 850 shares of Williams Companies worth $63.2K as of Q2 2026.
Vermillion Wealth Management sold 85 Williams Companies shares in Q2 2026, an estimated $6.25K.
Williams Companies made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #534 holding.
Vermillion Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Williams Companies position peaked at $68K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.