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Atomi Financial Group’s Williams Companies WMB Stock Holding History

Atomi Financial Group’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 		$1.59M Buy
21,342
+813
+4% +$59.8K 0.04% 333
2026
Q1 		$1.49M Buy
20,529
+2,259
+12% +$156K 0.05% 311
2025
Q4 		$1.1M Sell
18,270
-471
-3% -$28.5K 0.03% 380
2025
Q3 		$1.19M Sell
18,741
-8,900
-32% -$522K 0.04% 320
2025
Q2 		$1.74M Buy
27,641
+4,483
+19% +$265K 0.07% 208
2025
Q1 		$1.38M Buy
23,158
+5,647
+32% +$323K 0.06% 226
2024
Q4 		$948K Buy
17,511
+5,210
+42% +$281K 0.05% 278
2024
Q3 		$562K Buy
12,301
+3,121
+34% +$137K 0.04% 415
2024
Q2 		$390K Buy
9,180
+2,971
+48% +$119K 0.03% 471
2024
Q1 		$242K Buy
+6,209
New +$221K 0.02% 610

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atomi Financial Group's WMB Position: Q2 2026 in Review

Atomi Financial Group increased its Williams Companies (WMB) stake by 4% in Q2 2026, buying an estimated $59.8K and bringing the position to 21,342 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #333.

Atomi Financial Group first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Atomi Financial Group held 21,342 shares of Williams Companies worth $1.59M as of Q2 2026.
  • Atomi Financial Group bought 813 Williams Companies shares in Q2 2026, an estimated $59.8K.
  • Williams Companies made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #333 holding.
  • Atomi Financial Group first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Williams Companies position peaked at $1.74M in Q2 2025.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.