Gilliland Jeter Wealth Management’s Williams Companies WMB Stock Holding History

Gilliland Jeter Wealth 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 Q1	$2.69M	Sell	37,017 -390	-1%	-$27K	0.8%	36
2025 Q4	$2.25M	Sell	37,407 -44	-0.1%	-$2.66K	0.68%	36
2025 Q3	$2.37M	Sell	37,451 -1,483	-4%	-$87K	0.73%	33
2025 Q2	$2.45M	Sell	38,934 -263	-0.7%	-$15.5K	0.8%	34
2025 Q1	$2.34M	Sell	39,197 -676	-2%	-$38.7K	0.83%	33
2024 Q4	$2.16M	Sell	39,873 -131	-0.3%	-$7.06K	0.73%	38
2024 Q3	$1.83M	Buy	40,004 +23	+0.1%	+$1.01K	0.59%	42
2024 Q2	$1.7M	Sell	39,981 -219	-0.5%	-$8.79K	0.57%	43
2024 Q1	$1.57M	Sell	40,200 -974	-2%	-$34.6K	0.55%	46
2023 Q4	$1.43M	Buy	+41,174	New	+$1.44M	0.59%	45

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gilliland Jeter Wealth Management's WMB Position: Q1 2026 in Review

Gilliland Jeter Wealth Management reduced its Williams Companies (WMB) stake by 1% in Q1 2026, selling an estimated $27K and leaving 37,017 shares worth $2.69M. The position accounts for 0.8% of the portfolio, ranked #36.

Gilliland Jeter Wealth Management first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Gilliland Jeter Wealth Management held 37,017 shares of Williams Companies worth $2.69M as of Q1 2026.
Gilliland Jeter Wealth Management sold 390 Williams Companies shares in Q1 2026, an estimated $27K.
Williams Companies made up 0.8% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #36 holding.
Gilliland Jeter Wealth Management first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.