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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
Q2 		$10.8M Sell
145,385
-6,442
-4% -$474K 0.62% 36
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelis Capital Partners's WMB Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Williams Companies (WMB) stake by 4.2% in Q2 2026, selling an estimated $474K and leaving 145,385 shares worth $10.8M. The position accounts for 0.62% of the portfolio, ranked #36.

Fidelis Capital Partners first reported a position in WMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $11M in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Fidelis Capital Partners held 145,385 shares of Williams Companies worth $10.8M as of Q2 2026.
  • Fidelis Capital Partners sold 6,442 Williams Companies shares in Q2 2026, an estimated $474K.
  • Williams Companies made up 0.62% of Fidelis Capital Partners's portfolio in Q2 2026, its #36 holding.
  • Fidelis Capital Partners first reported a position in Williams Companies in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Williams Companies position peaked at $11M in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.