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Vista Investment Partners’s Williams Companies WMB Stock Holding History

Vista Investment Partners’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
Q3 		$2.47M Sell
36,299
-4
-0% -$291 0.64% 53
2026
Q2 		$2.7M Sell
36,303
-244
-0.7% -$18K 0.68% 53
2026
Q1 		$2.66M Sell
36,547
-33
-0.1% -$2.29K 0.7% 52
2025
Q4 		$2.2M Sell
36,580
-35
-0.1% -$2.12K 0.57% 59
2025
Q3 		$2.32M Sell
36,615
-85
-0.2% -$4.99K 0.65% 53
2025
Q2 		$2.31M Buy
36,700
+84
+0.2% +$4.96K 0.66% 56
2025
Q1 		$2.19M Sell
36,616
-62
-0.2% -$3.55K 0.67% 54
2024
Q4 		$1.99M Sell
36,678
-13
-0% -$701 0.62% 57
2024
Q3 		$1.67M Sell
36,691
-37
-0.1% -$1.63K 0.54% 57
2024
Q2 		$1.56M Buy
36,728
+28
+0.1% +$1.12K 0.52% 60
2024
Q1 		$1.43M Buy
36,700
+28
+0.1% +$995 0.49% 61
2023
Q4 		$1.28M Buy
+36,672
New +$1.29M 0.47% 66

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Vista Investment Partners's WMB Position: Q3 2026 in Review

Vista Investment Partners reduced its Williams Companies (WMB) stake by 0.01% in Q3 2026, selling an estimated $291 and leaving 36,299 shares worth $2.47M. The position accounts for 0.64% of the portfolio, ranked #53.

Vista Investment Partners first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q2 2026. 82 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Vista Investment Partners held 36,299 shares of Williams Companies worth $2.47M as of Q3 2026.
  • Vista Investment Partners sold 4 Williams Companies shares in Q3 2026, an estimated $291.
  • Williams Companies made up 0.64% of Vista Investment Partners's portfolio in Q3 2026, its #53 holding.
  • Vista Investment Partners first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Williams Companies position peaked at $2.7M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.