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 Q2	$2.63M	Sell	35,402 -1,615	-4%	-$119K	0.69%	38
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 $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

Gilliland Jeter Wealth Management's WMB Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Williams Companies (WMB) stake by 4.4% in Q2 2026, selling an estimated $119K and leaving 35,402 shares worth $2.63M. The position accounts for 0.69% of the portfolio, ranked #38.

Gilliland Jeter Wealth Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Gilliland Jeter Wealth Management held 35,402 shares of Williams Companies worth $2.63M as of Q2 2026.
Gilliland Jeter Wealth Management sold 1,615 Williams Companies shares in Q2 2026, an estimated $119K.
Williams Companies made up 0.69% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #38 holding.
Gilliland Jeter Wealth Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Williams Companies position peaked at $2.69M in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.