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Atria Wealth Solutions’s Williams Companies WMB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.34M Sell
21,409
-13,821
-39% -$816K 0.03% 535
2025
Q1 		$2.11M Sell
35,230
-23,999
-41% -$1.37M 0.03% 616
2024
Q4 		$3.21M Buy
59,229
+8,559
+17% +$461K 0.04% 486
2024
Q3 		$2.31M Sell
50,670
-525
-1% -$23.1K 0.03% 581
2024
Q2 		$2.18M Sell
51,195
-5,227
-9% -$210K 0.02% 598
2024
Q1 		$2.2M Buy
56,422
+1,694
+3% +$60.2K 0.02% 602
2023
Q4 		$1.91M Buy
54,728
+4,361
+9% +$153K 0.02% 618
2023
Q3 		$1.7M Sell
50,367
-522
-1% -$17.8K 0.02% 617
2023
Q2 		$1.66M Buy
50,889
+2,502
+5% +$75.1K 0.02% 635
2023
Q1 		$1.44M Buy
48,387
+6,934
+17% +$214K 0.02% 664
2022
Q4 		$1.36M Buy
41,453
+98
+0.2% +$3.19K 0.02% 639
2022
Q3 		$1.18M Buy
41,355
+26,828
+185% +$874K 0.02% 659
2022
Q2 		$453K Sell
14,527
-17,210
-54% -$594K 0.01% 1025
2022
Q1 		$1.06M Buy
+31,737
New +$970K 0.02% 706

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atria Wealth Solutions's WMB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Williams Companies (WMB) stake by 39% in Q2 2025, selling an estimated $816K and leaving 21,409 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #535.

Atria Wealth Solutions first reported a position in WMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.21M in Q4 2024. 1,633 funds tracked by Wall St. Rank hold WMB as of Q2 2025.

  • Atria Wealth Solutions held 21,409 shares of Williams Companies worth $1.34M as of Q2 2025.
  • Atria Wealth Solutions sold 13,821 Williams Companies shares in Q2 2025, an estimated $816K.
  • Williams Companies made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #535 holding.
  • Atria Wealth Solutions first reported a position in Williams Companies in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Williams Companies position peaked at $3.21M in Q4 2024.
  • 1,633 funds tracked by Wall St. Rank held Williams Companies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.