JTWM
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Thornton Wealth Management's WMB Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Williams Companies (WMB) in Q2 2026: 3,961 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in WMB as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Jackson Thornton Wealth Management held 3,961 shares of Williams Companies worth $294K as of Q2 2026.
  • Williams Companies was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Williams Companies made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Jackson Thornton Wealth Management first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.