Atlas Capital Advisors’s Williams Companies WMB Stock Holding History

Atlas Capital Advisors’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	$3.94K	Hold	53	–	–	﹤0.01%	940
2026 Q1	$3.86K	Hold	53	–	–	﹤0.01%	849
2025 Q4	$3.19K	Buy	+53	New	+$3.2K	﹤0.01%	828
2025 Q2	$3.33K	Hold	53	–	–	﹤0.01%	839
2025 Q1	$3.17K	Hold	53	–	–	﹤0.01%	882
2024 Q4	$2.87K	Hold	53	–	–	﹤0.01%	855
2024 Q3	$2.42K	Hold	53	–	–	﹤0.01%	818
2024 Q2	$2.25K	Hold	53	–	–	﹤0.01%	824
2024 Q1	$2.06K	Hold	53	–	–	﹤0.01%	807
2023 Q4	$1.84K	Hold	53	–	–	﹤0.01%	834
2023 Q3	$1.78K	Hold	53	–	–	﹤0.01%	813
2023 Q2	$1.73K	Sell	53 -73	-58%	-$2.19K	﹤0.01%	829
2023 Q1	$3.76K	Sell	126 -40	-24%	-$1.24K	﹤0.01%	805
2022 Q4	$5.46K	Hold	166	–	–	﹤0.01%	781
2022 Q3	$4.75K	Sell	166 -1,500	-90%	-$48.9K	﹤0.01%	776
2022 Q2	$52K	Buy	1,666 +113	+7%	+$3.9K	0.01%	551
2022 Q1	$51.9K	Hold	1,553	–	–	0.01%	541
2021 Q4	$40.4K	Hold	1,553	–	–	0.01%	553
2021 Q3	$40.3K	Hold	1,553	–	–	0.01%	547
2021 Q2	$41.2K	Buy	1,553 +53	+4%	+$1.36K	0.01%	546
2021 Q1	$35.5K	Buy	+1,500	New	+$34.1K	0.01%	531
2019 Q1	–	Sell	-530	Closed	-$11.7K	–	601
2018 Q4	$11.7K	Sell	530 -30,800	-98%	-$770K	﹤0.01%	496
2018 Q3	$877K	Buy	31,330 +29,559	+1,669%	+$858K	0.29%	90
2018 Q2	$47.8K	Buy	1,771 +1,384	+358%	+$36.5K	0.02%	401
2018 Q1	$9.62K	Buy	+387	New	+$11.4K	﹤0.01%	481

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atlas Capital Advisors's WMB Position: Q2 2026 in Review

Atlas Capital Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 53 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Atlas Capital Advisors first reported a position in WMB in Q1 2018 and has held it in 25 quarters since. The position peaked at $877K in Q3 2018. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Atlas Capital Advisors held 53 shares of Williams Companies worth $3.94K as of Q2 2026.
Atlas Capital Advisors left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #940 holding.
Atlas Capital Advisors first reported a position in Williams Companies in Q1 2018 and has held it in 25 quarters since.
Atlas Capital Advisors's Williams Companies position peaked at $877K in Q3 2018.
1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.