GJIA
WMB icon

Glass Jacobson Investment Advisors’s Williams Companies WMB Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-164
Closed -$8.88K – 858
2025
Q1 		$8.88K Hold
164
– – ﹤0.01% 611
2024
Q4 		$8.88K Buy
164
+42
+34% +$2.26K ﹤0.01% 611
2024
Q3 		$5.57K Hold
122
– – ﹤0.01% 622
2024
Q2 		$5.18K Hold
122
– – ﹤0.01% 616
2024
Q1 		$4.75K Hold
122
– – ﹤0.01% 624
2023
Q4 		$4.25K Sell
122
-41
-25% -$1.44K ﹤0.01% 604
2023
Q3 		$5.49K Sell
163
-11
-6% -$375 ﹤0.01% 560
2023
Q2 		$5.68K Buy
+174
New +$5.22K ﹤0.01% 568
2022
Q4 		$5.33K Buy
+162
New +$5.27K ﹤0.01% 583

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return