Jackson Wealth Management’s Williams Companies WMB Stock Holding History

Jackson 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	$476K	Sell	6,407 -77,475	-92%	-$5.7M	0.28%	50
2026 Q1	$6.11M	Buy	83,882 +127	+0.2%	+$8.79K	0.63%	40
2025 Q4	$5.04M	Buy	83,755 +2,556	+3%	+$155K	0.49%	48
2025 Q3	$5.14M	Buy	+81,199	New	+$4.77M	0.51%	47
2025 Q2	–	Sell	-78,924	Closed	-$4.72M	–	172
2025 Q1	$4.72M	Sell	78,924 -608	-0.8%	-$34.8K	0.57%	47
2024 Q4	$4.3M	Buy	79,532 +3,137	+4%	+$169K	0.49%	52
2024 Q3	$3.49M	Buy	+76,395	New	+$3.36M	0.42%	58

Other funds holding WMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Jackson Wealth Management reduced its Williams Companies (WMB) stake by 92% in Q2 2026, selling an estimated $5.7M and leaving 6,407 shares worth $476K. The position accounts for 0.28% of the portfolio, ranked #50.

Jackson Wealth Management first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.11M in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Jackson Wealth Management held 6,407 shares of Williams Companies worth $476K as of Q2 2026.
Jackson Wealth Management sold 77,475 Williams Companies shares in Q2 2026, an estimated $5.7M.
Williams Companies made up 0.28% of Jackson Wealth Management's portfolio in Q2 2026, its #50 holding.
Jackson Wealth Management first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
Jackson Wealth Management's Williams Companies position peaked at $6.11M in Q1 2026.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.