Virtus Investment Advisers’s Williams Companies WMB Stock Holding History

Virtus Investment Advisers’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	$186K	Sell	2,559 -201	-7%	-$13.9K	0.05%	414
2025 Q4	$166K	Buy	+2,760	New	+$167K	0.05%	379
2018 Q1	–	Sell	-8,406	Closed	-$256K	–	437
2017 Q4	$256K	Buy	+8,406	New	+$244K	0.03%	369
2017 Q1	–	Sell	-45,166	Closed	-$1.41M	–	499
2016 Q4	$1.41M	Buy	45,166 +31,131	+222%	+$938K	0.11%	228
2016 Q3	$431K	Buy	+14,035	New	+$372K	0.03%	370

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

Virtus Investment Advisers's WMB Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Williams Companies (WMB) stake by 7.3% in Q1 2026, selling an estimated $13.9K and leaving 2,559 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #414.

Virtus Investment Advisers first reported a position in WMB in Q3 2016 and has held it in 5 quarters since. The position peaked at $1.41M in Q4 2016. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Virtus Investment Advisers held 2,559 shares of Williams Companies worth $186K as of Q1 2026.
Virtus Investment Advisers sold 201 Williams Companies shares in Q1 2026, an estimated $13.9K.
Williams Companies made up 0.05% of Virtus Investment Advisers's portfolio in Q1 2026, its #414 holding.
Virtus Investment Advisers first reported a position in Williams Companies in Q3 2016 and has held it in 5 quarters since.
Virtus Investment Advisers's Williams Companies position peaked at $1.41M in Q4 2016.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.