Jackson Square Capital’s Williams Companies WMB Stock Holding History

Jackson Square Capital’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 Q3	$705K	Hold	10,369	–	–	0.11%	90
2026 Q2	$771K	Sell	10,369 -77	-0.7%	-$5.67K	0.11%	86
2026 Q1	$760K	Hold	10,446	–	–	0.16%	77
2025 Q4	$628K	Sell	10,446 -613	-6%	-$37.1K	0.12%	90
2025 Q3	$701K	Sell	11,059 -4,177	-27%	-$245K	0.15%	90
2025 Q2	$957K	Buy	15,236 +7,025	+86%	+$415K	0.21%	80
2025 Q1	$491K	Buy	+8,211	New	+$470K	0.16%	91

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Jackson Square Capital's WMB Position: Q3 2026 in Review

Jackson Square Capital held its Williams Companies (WMB) position steady in Q3 2026 at 10,369 shares worth $705K. The position accounts for 0.11% of the portfolio, ranked #90.

Jackson Square Capital first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $957K in Q2 2025. 373 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Jackson Square Capital held 10,369 shares of Williams Companies worth $705K as of Q3 2026.
Jackson Square Capital left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up 0.11% of Jackson Square Capital's portfolio in Q3 2026, its #90 holding.
Jackson Square Capital first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
Jackson Square Capital's Williams Companies position peaked at $957K in Q2 2025.
373 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Jackson Square Capital's 13F filing for Q3 2026, filed 19 Oct 2026.