VC
WMB icon

Vicus Capital’s Williams Companies WMB Stock Holding History

Vicus Capital’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 		$274K Buy
+3,685
New +$271K 0.02% 237
2024
Q3 		– Sell
-8,321
Closed -$354K – 294
2024
Q2 		$354K Buy
8,321
+73
+0.9% +$2.93K 0.03% 197
2024
Q1 		$321K Buy
+8,248
New +$293K 0.03% 201
2023
Q4 		– Sell
-12,310
Closed -$415K – 262
2023
Q3 		$415K Buy
+12,310
New +$420K 0.04% 166

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vicus Capital's WMB Position: Q2 2026 in Review

Vicus Capital opened a new position in Williams Companies (WMB) in Q2 2026: 3,685 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Vicus Capital previously reported a position in WMB as recently as Q2 2024.

Vicus Capital first reported a position in WMB in Q3 2023 and has held it in 4 quarters since. The position peaked at $415K in Q3 2023. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Vicus Capital held 3,685 shares of Williams Companies worth $274K as of Q2 2026.
  • Williams Companies was a new Vicus Capital position in Q2 2026.
  • Williams Companies made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #237 holding.
  • Vicus Capital first reported a position in Williams Companies in Q3 2023 and has held it in 4 quarters since.
  • Vicus Capital's Williams Companies position peaked at $415K in Q3 2023.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.