Jacobsen Capital Management’s Williams Companies WMB Stock Holding History

Jacobsen Capital 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	$430K	Sell	5,904 -14	-0.2%	-$969	0.15%	65
2025 Q4	$356K	Sell	5,918 -27	-0.5%	-$1.63K	0.12%	71
2025 Q3	$377K	Buy	5,945 +5	+0.1%	+$293	0.13%	70
2025 Q2	$373K	Buy	5,940 +63	+1%	+$3.72K	0.14%	62
2025 Q1	$351K	Buy	5,877 +16	+0.3%	+$916	0.15%	60
2024 Q4	$317K	Sell	5,861 -59	-1%	-$3.18K	0.14%	63
2024 Q3	$270K	Buy	5,920 +15	+0.3%	+$659	0.11%	75
2024 Q2	$251K	Buy	5,905 +21	+0.4%	+$842	0.11%	75
2024 Q1	$229K	Buy	5,884 +6	+0.1%	+$213	0.11%	81
2023 Q4	$205K	Buy	+5,878	New	+$206K	0.1%	82

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobsen Capital Management's WMB Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Williams Companies (WMB) stake by 0.24% in Q1 2026, selling an estimated $969 and leaving 5,904 shares worth $430K. The position accounts for 0.15% of the portfolio, ranked #65.

Jacobsen Capital Management first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Jacobsen Capital Management held 5,904 shares of Williams Companies worth $430K as of Q1 2026.
Jacobsen Capital Management sold 14 Williams Companies shares in Q1 2026, an estimated $969.
Williams Companies made up 0.15% of Jacobsen Capital Management's portfolio in Q1 2026, its #65 holding.
Jacobsen Capital Management first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.