Palisade Asset Management’s Williams Companies WMB Stock Holding History

Palisade Asset Management’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	$1.1M	Buy	14,784 +1,000	+7%	+$73.6K	0.1%	116
2026 Q1	$1M	Sell	13,784 -1,472	-10%	-$102K	0.1%	119
2025 Q4	$917K	Buy	15,256 +970	+7%	+$58.6K	0.09%	119
2025 Q3	$905K	Sell	14,286 -14	-0.1%	-$822	0.08%	122
2025 Q2	$898K	Hold	14,300	–	–	0.09%	122
2025 Q1	$855K	Hold	14,300	–	–	0.09%	124
2024 Q4	$774K	Buy	14,300 +729	+5%	+$39.3K	0.08%	128
2024 Q3	$620K	Buy	13,571 +587	+5%	+$25.8K	0.06%	139
2024 Q2	$552K	Hold	12,984	–	–	0.06%	146
2024 Q1	$506K	Hold	12,984	–	–	0.05%	155
2023 Q4	$452K	Hold	12,984	–	–	0.05%	151
2023 Q3	$437K	Sell	12,984 -1,247	-9%	-$42.6K	0.05%	146
2023 Q2	$464K	Hold	14,231	–	–	0.05%	146
2023 Q1	$425K	Hold	14,231	–	–	0.05%	149
2022 Q4	$468K	Hold	14,231	–	–	0.05%	147
2022 Q3	$407K	Hold	14,231	–	–	0.06%	145
2022 Q2	$444K	Hold	14,231	–	–	0.06%	144
2022 Q1	$475K	Hold	14,231	–	–	0.05%	147
2021 Q4	$371K	Hold	14,231	–	–	0.04%	157
2021 Q3	$369K	Buy	14,231 +804	+6%	+$20.2K	0.05%	158
2021 Q2	$356K	Hold	13,427	–	–	0.04%	157
2021 Q1	$318K	Hold	13,427	–	–	0.04%	159
2020 Q4	$269K	Hold	13,427	–	–	0.04%	166
2020 Q3	$264K	Hold	13,427	–	–	0.04%	158
2020 Q2	$255K	Hold	13,427	–	–	0.04%	158
2020 Q1	$190K	Hold	13,427	–	–	0.03%	162
2019 Q4	$318K	Sell	13,427 -1,361	-9%	-$31.2K	0.05%	157
2019 Q3	$356K	Buy	14,788 +1,361	+10%	+$34.3K	0.05%	145
2019 Q2	$376K	Hold	13,427	–	–	0.06%	145
2019 Q1	$386K	Hold	13,427	–	–	0.06%	143
2018 Q4	$296K	Hold	13,427	–	–	0.04%	142
2018 Q3	$365K	Hold	13,427	–	–	0.05%	140
2018 Q2	$364K	Hold	13,427	–	–	0.05%	138
2018 Q1	$334K	Hold	13,427	–	–	0.05%	142
2017 Q4	$409K	Hold	13,427	–	–	0.06%	133
2017 Q3	$403K	Hold	13,427	–	–	0.07%	115
2017 Q2	$407K	Hold	13,427	–	–	0.08%	110
2017 Q1	$397K	Hold	13,427	–	–	0.07%	110
2016 Q4	$418K	Sell	13,427 -400	-3%	-$12.1K	0.08%	109
2016 Q3	$425K	Hold	13,827	–	–	0.08%	108
2016 Q2	$299K	Hold	13,827	–	–	0.06%	118
2016 Q1	$222K	Hold	13,827	–	–	0.04%	128
2015 Q4	$355K	Sell	13,827 -536	-4%	-$18.7K	0.08%	107
2015 Q3	$529K	Hold	14,363	–	–	0.12%	97
2015 Q2	$824K	Sell	14,363 -115	-0.8%	-$5.92K	0.16%	86
2015 Q1	$732K	Hold	14,478	–	–	0.14%	88
2014 Q4	$651K	Hold	14,478	–	–	0.13%	88
2014 Q3	$801K	Hold	14,478	–	–	0.16%	85
2014 Q2	$843K	Hold	14,478	–	–	0.18%	81
2014 Q1	$588K	Hold	14,478	–	–	0.13%	89
2013 Q4	$558K	Buy	14,478 +1,051	+8%	+$37.8K	0.13%	90
2013 Q3	$488K	Hold	13,427	–	–	0.12%	89
2013 Q2	$436K	Buy	+13,427	New	+$483K	0.11%	96

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Palisade Asset Management's WMB Position: Q2 2026 in Review

Palisade Asset Management increased its Williams Companies (WMB) stake by 7.3% in Q2 2026, buying an estimated $73.6K and bringing the position to 14,784 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #116.

Palisade Asset Management first reported a position in WMB in Q2 2013 and has held it in 53 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Palisade Asset Management held 14,784 shares of Williams Companies worth $1.1M as of Q2 2026.
Palisade Asset Management bought 1,000 Williams Companies shares in Q2 2026, an estimated $73.6K.
Williams Companies made up 0.1% of Palisade Asset Management's portfolio in Q2 2026, its #116 holding.
Palisade Asset Management first reported a position in Williams Companies in Q2 2013 and has held it in 53 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.