Atlantic Private Wealth’s Williams Companies WMB Stock Holding History

Atlantic Private Wealth’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 Q1	$728	Hold	10	–	–	﹤0.01%	255
2025 Q4	$601	Buy	+10	New	+$605	﹤0.01%	305

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlantic Private Wealth's WMB Position: Q1 2026 in Review

Atlantic Private Wealth held its Williams Companies (WMB) position steady in Q1 2026 at 10 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Atlantic Private Wealth first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Atlantic Private Wealth held 10 shares of Williams Companies worth $728 as of Q1 2026.
Atlantic Private Wealth left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #255 holding.
Atlantic Private Wealth first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.