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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
Q2 		$194K Buy
2,605
+46
+2% +$3.38K 0.05% 425
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
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

Virtus Investment Advisers's WMB Position: Q2 2026 in Review

Virtus Investment Advisers increased its Williams Companies (WMB) stake by 1.8% in Q2 2026, buying an estimated $3.38K and bringing the position to 2,605 shares worth $194K. The position accounts for 0.05% of the portfolio, ranked #425.

Virtus Investment Advisers first reported a position in WMB in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2016. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Virtus Investment Advisers held 2,605 shares of Williams Companies worth $194K as of Q2 2026.
  • Virtus Investment Advisers bought 46 Williams Companies shares in Q2 2026, an estimated $3.38K.
  • Williams Companies made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #425 holding.
  • Virtus Investment Advisers first reported a position in Williams Companies in Q3 2016 and has held it in 6 quarters since.
  • Virtus Investment Advisers's Williams Companies position peaked at $1.41M in Q4 2016.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.