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 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 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

Atomi Financial Group's WMB Position: Q1 2026 in Review

Atomi Financial Group increased its Williams Companies (WMB) stake by 12% in Q1 2026, buying an estimated $156K and bringing the position to 20,529 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #311.

Atomi Financial Group first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Atomi Financial Group held 20,529 shares of Williams Companies worth $1.49M as of Q1 2026.
Atomi Financial Group bought 2,259 Williams Companies shares in Q1 2026, an estimated $156K.
Williams Companies made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #311 holding.
Atomi Financial Group first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's Williams Companies position peaked at $1.74M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.