Number of Shares
99,881.00
Current Holdings Value*
$5.97 Mil
% of Portfolio
1.23%
Total Estimate Gain
$5.38 Mil
% of Total Estimate Gain
41.50%

LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 99,881.00 shares of Williams Companies Inc(WMB), totaling $5.97 Mil. This investment constitutes 1.23% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2019Q3. And since then LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund has made 8 purchases of WMB, at an average price of $25.59, for a total of 506,338.00 shares. In addition, there have been 12 sales at an average price of $30.53 for 406,457.00 shares. Based on historical transaction data and WMB's current price of $59.35, LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund's estimated gain on his WMB holdings is $5.38 Mil, reflecting a 41.50% gain to date.

LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund WMB ($59.35) Holding Chart

LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund WMB ($59.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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