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 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 $2.78B 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

Vista Investment Partners's WMB Position: Q2 2026 in Review

Vista Investment Partners reduced its Williams Companies (WMB) stake by 0.67% in Q2 2026, selling an estimated $18K and leaving 36,303 shares worth $2.7M. The position accounts for 0.68% of the portfolio, ranked #53.

Vista Investment Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Vista Investment Partners held 36,303 shares of Williams Companies worth $2.7M as of Q2 2026.
Vista Investment Partners sold 244 Williams Companies shares in Q2 2026, an estimated $18K.
Williams Companies made up 0.68% of Vista Investment Partners's portfolio in Q2 2026, its #53 holding.
Vista Investment Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
576 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.