JWM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Wealth Management's WMB Position: Q1 2026 in Review

Jackson Wealth Management increased its Williams Companies (WMB) stake by 0.15% in Q1 2026, buying an estimated $8.79K and bringing the position to 83,882 shares worth $6.11M. The position accounts for 0.63% of the portfolio, ranked #40.

Jackson Wealth Management first reported a position in WMB in Q3 2024 and has held it in 6 quarters since. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Jackson Wealth Management held 83,882 shares of Williams Companies worth $6.11M as of Q1 2026.
  • Jackson Wealth Management bought 127 Williams Companies shares in Q1 2026, an estimated $8.79K.
  • Williams Companies made up 0.63% of Jackson Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Jackson Wealth Management first reported a position in Williams Companies in Q3 2024 and has held it in 6 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.