AWM
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Athena Wealth Management’s Williams Companies WMB Stock Holding History

Athena Wealth Management’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 		$216K Sell
2,902
-648
-18% -$47.7K 0.16% 101
2026
Q1 		$258K Buy
3,550
+50
+1% +$3.46K 0.21% 91
2025
Q4 		$210K Buy
+3,500
New +$212K 0.2% 99

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Athena Wealth Management's WMB Position: Q2 2026 in Review

Athena Wealth Management reduced its Williams Companies (WMB) stake by 18% in Q2 2026, selling an estimated $47.7K and leaving 2,902 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #101.

Athena Wealth Management first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Athena Wealth Management held 2,902 shares of Williams Companies worth $216K as of Q2 2026.
  • Athena Wealth Management sold 648 Williams Companies shares in Q2 2026, an estimated $47.7K.
  • Williams Companies made up 0.16% of Athena Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Athena Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Williams Companies position peaked at $258K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.