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Fidelis Capital Partners’s Williams Companies WMB Stock Holding History

Fidelis Capital Partners’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 		$11M Buy
151,827
+3,677
+2% +$255K 0.79% 28
2025
Q4 		$8.91M Buy
148,150
+80,902
+120% +$4.89M 0.65% 32
2025
Q3 		$4.26M Buy
67,248
+38,274
+132% +$2.25M 0.33% 60
2025
Q2 		$1.7M Buy
28,974
+299
+1% +$17.7K 0.15% 114
2025
Q1 		$1.69M Sell
28,675
-49
-0.2% -$2.81K 0.18% 101
2024
Q4 		$1.61M Buy
28,724
+2,099
+8% +$113K 0.16% 114
2024
Q3 		$1.39M Buy
26,625
+388
+1% +$17.1K 0.17% 114
2024
Q2 		$1.13M Buy
26,237
+632
+2% +$25.4K 0.16% 113
2024
Q1 		$998K Buy
25,605
+656
+3% +$23.3K 0.15% 129
2023
Q4 		$869K Buy
24,949
+742
+3% +$26K 0.19% 109
2023
Q3 		$816K Sell
24,207
-508
-2% -$17.3K 0.28% 76
2023
Q2 		$806K Buy
24,715
+713
+3% +$21.4K 0.29% 80
2023
Q1 		$724K Buy
+24,002
New +$741K 0.31% 80

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelis Capital Partners's WMB Position: Q1 2026 in Review

Fidelis Capital Partners increased its Williams Companies (WMB) stake by 2.5% in Q1 2026, buying an estimated $255K and bringing the position to 151,827 shares worth $11M. The position accounts for 0.79% of the portfolio, ranked #28.

Fidelis Capital Partners first reported a position in WMB in Q1 2023 and has held it in 13 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Fidelis Capital Partners held 151,827 shares of Williams Companies worth $11M as of Q1 2026.
  • Fidelis Capital Partners bought 3,677 Williams Companies shares in Q1 2026, an estimated $255K.
  • Williams Companies made up 0.79% of Fidelis Capital Partners's portfolio in Q1 2026, its #28 holding.
  • Fidelis Capital Partners first reported a position in Williams Companies in Q1 2023 and has held it in 13 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.