Atwood & Palmer’s Williams Companies WMB Stock Holding History

Atwood & Palmer’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	$132K	Hold	1,779	–	–	0.01%	184
2026 Q1	$129K	Hold	1,779	–	–	0.01%	182
2025 Q4	$107K	Hold	1,779	–	–	0.01%	183
2025 Q3	$113K	Hold	1,779	–	–	0.01%	182
2025 Q2	$112K	Buy	1,779 +1,591	+846%	+$93.9K	0.01%	182
2025 Q1	$11.2K	Hold	188	–	–	﹤0.01%	324
2024 Q4	$10.2K	Buy	+188	New	+$10.1K	﹤0.01%	338
2022 Q2	–	Sell	-951	Closed	-$32K	–	456
2022 Q1	$32K	Buy	951 +717	+306%	+$21.9K	﹤0.01%	270
2021 Q4	$6K	Buy	234 +83	+55%	+$2.29K	﹤0.01%	397
2021 Q3	$4K	Hold	151	–	–	﹤0.01%	394
2021 Q2	$4K	Hold	151	–	–	﹤0.01%	384
2021 Q1	$4K	Buy	+151	New	+$3.43K	﹤0.01%	403
2016 Q4	–	Sell	-7,215	Closed	-$222K	–	340
2016 Q3	$222K	Hold	7,215	–	–	0.04%	106
2016 Q2	$156K	Hold	7,215	–	–	0.03%	130
2016 Q1	$116K	Sell	7,215 -233	-3%	-$4.01K	0.02%	137
2015 Q4	$191K	Buy	7,448 +5,665	+318%	+$198K	0.04%	126
2015 Q3	$66K	Hold	1,783	–	–	0.01%	176
2015 Q2	$102K	Hold	1,783	–	–	0.02%	158
2015 Q1	$90K	Hold	1,783	–	–	0.02%	159
2014 Q4	$81K	Hold	1,783	–	–	0.02%	177
2014 Q3	$99K	Hold	1,783	–	–	0.02%	171
2014 Q2	$104K	Buy	+1,783	New	+$82.6K	0.03%	156

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

Atwood & Palmer's WMB Position: Q2 2026 in Review

Atwood & Palmer held its Williams Companies (WMB) position steady in Q2 2026 at 1,779 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #184.

Atwood & Palmer first reported a position in WMB in Q2 2014 and has held it in 22 quarters since. The position peaked at $222K in Q3 2016. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Atwood & Palmer held 1,779 shares of Williams Companies worth $132K as of Q2 2026.
Atwood & Palmer left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #184 holding.
Atwood & Palmer first reported a position in Williams Companies in Q2 2014 and has held it in 22 quarters since.
Atwood & Palmer's Williams Companies position peaked at $222K in Q3 2016.
1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.