Atria Investments’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.04M | Sell |
110,480
-18,415
| -14% | -$1.27M | 0.09% | 243 |
|
|
2025
Q4 | $7.75M | Sell |
128,895
-18,013
| -12% | -$1.09M | 0.09% | 252 |
|
|
2025
Q3 | $9.31M | Buy |
146,908
+378
| +0.3% | +$22.2K | 0.11% | 211 |
|
|
2025
Q2 | $9.2M | Sell |
146,530
-2,346
| -2% | -$139K | 0.11% | 208 |
|
|
2025
Q1 | $8.9M | Buy |
148,876
+9,343
| +7% | +$535K | 0.11% | 207 |
|
|
2024
Q4 | $7.55M | Sell |
139,533
-7,152
| -5% | -$385K | 0.09% | 241 |
|
|
2024
Q3 | $6.7M | Sell |
146,685
-29,069
| -17% | -$1.28M | 0.08% | 274 |
|
|
2024
Q2 | $7.47M | Sell |
175,754
-15,976
| -8% | -$641K | 0.1% | 237 |
|
|
2024
Q1 | $7.47M | Sell |
191,730
-3,904
| -2% | -$139K | 0.1% | 236 |
|
|
2023
Q4 | $6.81M | Buy |
195,634
+15,277
| +8% | +$536K | 0.11% | 225 |
|
|
2023
Q3 | $6.08M | Buy |
180,357
+8,226
| +5% | +$281K | 0.11% | 231 |
|
|
2023
Q2 | $5.62M | Buy |
172,131
+8,365
| +5% | +$251K | 0.1% | 231 |
|
|
2023
Q1 | $4.89M | Sell |
163,766
-1,325
| -0.8% | -$40.9K | 0.09% | 268 |
|
|
2022
Q4 | $5.43M | Buy |
165,091
+16,268
| +11% | +$530K | 0.11% | 228 |
|
|
2022
Q3 | $4.26M | Buy |
148,823
+14,740
| +11% | +$480K | 0.09% | 266 |
|
|
2022
Q2 | $4.18M | Buy |
134,083
+1,519
| +1% | +$52.4K | 0.09% | 276 |
|
|
2022
Q1 | $4.43M | Buy |
132,564
+66,368
| +100% | +$2.03M | 0.08% | 311 |
|
|
2021
Q4 | $1.72M | Buy |
66,196
+8,867
| +15% | +$245K | 0.03% | 625 |
|
|
2021
Q3 | $1.49M | Buy |
57,329
+3,029
| +6% | +$76.3K | 0.03% | 647 |
|
|
2021
Q2 | $1.44M | Buy |
+54,300
| New | +$1.39M | 0.03% | 630 |
|
|
2020
Q1 | – | Sell |
-22,484
| Closed | -$533K | – | 1204 |
|
|
2019
Q4 | $533K | Buy |
+22,484
| New | +$515K | 0.01% | 767 |
|
|
2019
Q2 | – | Sell |
-12,079
| Closed | -$347K | – | 1092 |
|
|
2019
Q1 | $347K | Sell |
12,079
-18,473
| -60% | -$495K | 0.01% | 640 |
|
|
2018
Q4 | $674K | Sell |
30,552
-40,271
| -57% | -$1.01M | 0.03% | 411 |
|
|
2018
Q3 | $1.93M | Sell |
70,823
-12,176
| -15% | -$353K | 0.08% | 235 |
|
|
2018
Q2 | $2.25M | Sell |
82,999
-15,807
| -16% | -$417K | 0.1% | 213 |
|
|
2018
Q1 | $2.46M | Buy |
98,806
+565
| +0.6% | +$16.7K | 0.12% | 185 |
|
|
2017
Q4 | $3M | Buy |
98,241
+8,585
| +10% | +$250K | 0.15% | 147 |
|
|
2017
Q3 | $2.69M | Sell |
89,656
-524
| -0.6% | -$15.9K | 0.15% | 152 |
|
|
2017
Q2 | $2.73M | Buy |
90,180
+8,055
| +10% | +$240K | 0.17% | 127 |
|
|
2017
Q1 | $2.43M | Buy |
82,125
+25,432
| +45% | +$735K | 0.16% | 138 |
|
|
2016
Q4 | $1.76M | Buy |
+56,693
| New | +$1.71M | 0.13% | 151 |
|
Other funds holding WMB
VCM
VPM
Atria Investments's WMB Position: Q1 2026 in Review
Atria Investments reduced its Williams Companies (WMB) stake by 14% in Q1 2026, selling an estimated $1.27M and leaving 110,480 shares worth $8.04M. The position accounts for 0.09% of the portfolio, ranked #243.
Atria Investments first reported a position in WMB in Q4 2016 and has held it in 31 quarters since. The position peaked at $9.31M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.
- Atria Investments held 110,480 shares of Williams Companies worth $8.04M as of Q1 2026.
- Atria Investments sold 18,415 Williams Companies shares in Q1 2026, an estimated $1.27M.
- Williams Companies made up 0.09% of Atria Investments's portfolio in Q1 2026, its #243 holding.
- Atria Investments first reported a position in Williams Companies in Q4 2016 and has held it in 31 quarters since.
- Atria Investments's Williams Companies position peaked at $9.31M in Q3 2025.
- 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.