Pallas Capital Advisors’s Williams Companies WMB Stock Holding History

Pallas Capital Advisors’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	$320K	Buy	4,302 +51	+1%	+$3.75K	0.01%	716
2026 Q1	$309K	Sell	4,251 -182	-4%	-$12.6K	0.01%	630
2025 Q4	$266K	Sell	4,433 -2,807	-39%	-$170K	0.01%	724
2025 Q3	$459K	Sell	7,240 -3,573	-33%	-$210K	0.02%	541
2025 Q2	$679K	Buy	10,813 +5,419	+100%	+$320K	0.03%	419
2025 Q1	$322K	Buy	5,394 +1,388	+35%	+$79.5K	0.01%	577
2024 Q4	$217K	Buy	+4,006	New	+$216K	0.01%	536
2023 Q4	–	Sell	-9,590	Closed	-$328K	–	396
2023 Q3	$328K	Buy	+9,590	New	+$327K	0.02%	281
2023 Q1	–	Sell	-39,743	Closed	-$1.25M	–	292
2022 Q4	$1.25M	Buy	39,743 +33,406	+527%	+$1.09M	0.13%	126
2022 Q3	$210K	Buy	+6,337	New	+$206K	0.02%	238

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's WMB Position: Q2 2026 in Review

Pallas Capital Advisors increased its Williams Companies (WMB) stake by 1.2% in Q2 2026, buying an estimated $3.75K and bringing the position to 4,302 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #716.

Pallas Capital Advisors first reported a position in WMB in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2022. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Pallas Capital Advisors held 4,302 shares of Williams Companies worth $320K as of Q2 2026.
Pallas Capital Advisors bought 51 Williams Companies shares in Q2 2026, an estimated $3.75K.
Williams Companies made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #716 holding.
Pallas Capital Advisors first reported a position in Williams Companies in Q3 2022 and has held it in 10 quarters since.
Pallas Capital Advisors's Williams Companies position peaked at $1.25M in Q4 2022.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.