Jackson Creek Investment Advisors’s Williams Companies WMB Stock Holding History

Jackson Creek 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 Q3	–	Sell	-16,105	Closed	-$1.01M	–	370
2025 Q2	$1.01M	Buy	+16,105	New	+$951K	0.27%	174
2023 Q2	–	Sell	-8,192	Closed	-$245K	–	370
2023 Q1	$245K	Sell	8,192 -32	-0.4%	-$989	0.1%	292
2022 Q4	$271K	Buy	+8,224	New	+$268K	0.12%	277
2022 Q2	–	Sell	-20,715	Closed	-$692K	–	386
2022 Q1	$692K	Sell	20,715 -773	-4%	-$23.6K	0.25%	200
2021 Q4	$560K	Sell	21,488 -133	-0.6%	-$3.68K	0.2%	229
2021 Q3	$561K	Sell	21,621 -557	-3%	-$14K	0.21%	221
2021 Q2	$589K	Sell	22,178 -7	-0%	-$179	0.22%	214
2021 Q1	$526K	Buy	22,185 +995	+5%	+$22.6K	0.18%	236
2020 Q4	$425K	Sell	21,190 -60	-0.3%	-$1.22K	0.17%	245
2020 Q3	$418K	Buy	+21,250	New	+$433K	0.19%	244

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Jackson Creek Investment Advisors's WMB Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Williams Companies (WMB) in Q3 2025, closing a stake of 16,105 shares — an estimated $1.01M sold.

Jackson Creek Investment Advisors first reported a position in WMB in Q3 2020 and held it in 10 quarters. The position peaked at $1.01M in Q2 2025. 1,612 funds tracked by Wall St. Rank hold WMB as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining Williams Companies position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 16,105 Williams Companies shares in Q3 2025, an estimated $1.01M.
Jackson Creek Investment Advisors first reported a position in Williams Companies in Q3 2020 and held it in 10 quarters.
Jackson Creek Investment Advisors's Williams Companies position peaked at $1.01M in Q2 2025.
1,612 funds tracked by Wall St. Rank held Williams Companies as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.