Advisortrust Partners’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$346K Sell
4,654
-75
-2% -$5.52K 0.12% 139
2026
Q1
$344K Sell
4,729
-3,224
-41% -$223K 0.14% 118
2025
Q4
$478K Buy
+7,953
New +$481K 0.21% 75

Other funds holding WMB

Advisortrust Partners's WMB Position: Q2 2026 in Review

Advisortrust Partners reduced its Williams Companies (WMB) stake by 1.6% in Q2 2026, selling an estimated $5.52K and leaving 4,654 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #139.

Advisortrust Partners first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $478K in Q4 2025. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Advisortrust Partners held 4,654 shares of Williams Companies worth $346K as of Q2 2026.
  • Advisortrust Partners sold 75 Williams Companies shares in Q2 2026, an estimated $5.52K.
  • Williams Companies made up 0.12% of Advisortrust Partners's portfolio in Q2 2026, its #139 holding.
  • Advisortrust Partners first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Williams Companies position peaked at $478K in Q4 2025.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.