Jackson Thornton Wealth Management
WMB icon

Jackson Thornton Wealth Management’s Williams Companies WMB Stock Holding History

Jackson Thornton 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
Q3 		– Sell
-3,961
Closed -$294K – 445
2026
Q2 		$294K Buy
+3,961
New +$291K 0.02% 293
2026
Q1 		– Sell
-3,987
Closed -$237K – 347
2025
Q4 		$237K Sell
3,987
-199
-5% -$12K 0.02% 260
2025
Q3 		$266K Buy
+4,186
New +$246K 0.03% 205

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Jackson Thornton Wealth Management's WMB Position: Q3 2026 in Review

Jackson Thornton Wealth Management sold out of Williams Companies (WMB) in Q3 2026, closing a stake of 3,961 shares — an estimated $294K sold.

Jackson Thornton Wealth Management first reported a position in WMB in Q3 2025 and held it in 3 quarters. The position peaked at $294K in Q2 2026. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Jackson Thornton Wealth Management reported no remaining Williams Companies position as of Q3 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 3,961 Williams Companies shares in Q3 2026, an estimated $294K.
  • Jackson Thornton Wealth Management first reported a position in Williams Companies in Q3 2025 and held it in 3 quarters.
  • Jackson Thornton Wealth Management's Williams Companies position peaked at $294K in Q2 2026.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.