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Jackson Grant Investment Advisers’s Williams Companies WMB Stock Holding History

Jackson Grant Investment Advisers’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 		$22.3K Hold
300
– – 0.01% 255
2026
Q1 		$21.8K Hold
300
– – 0.01% 255
2025
Q4 		$18K Hold
300
– – 0.01% 258
2025
Q3 		$19K Buy
+300
New +$17.6K 0.01% 256

Other funds holding WMB

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Jackson Grant Investment Advisers's WMB Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Williams Companies (WMB) position steady in Q2 2026 at 300 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #255.

Jackson Grant Investment Advisers first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Jackson Grant Investment Advisers held 300 shares of Williams Companies worth $22.3K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #255 holding.
  • Jackson Grant Investment Advisers first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • 784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.