JCM
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Jag Capital Management’s Williams Companies WMB Stock Holding History

Jag 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
Q2 		$619K Hold
8,320
– – 0.06% 75
2026
Q1 		$606K Hold
8,320
– – 0.07% 74
2025
Q4 		$500K Hold
8,320
– – 0.05% 83
2025
Q3 		$527K Hold
8,320
– – 0.06% 80
2025
Q2 		$523K Sell
8,320
-345
-4% -$20.4K 0.06% 78
2025
Q1 		$518K Buy
8,665
+805
+10% +$46.1K 0.07% 80
2024
Q4 		$425K Sell
7,860
-1,450
-16% -$78.1K 0.06% 78
2024
Q3 		$425K Buy
9,310
+1,800
+24% +$79.1K 0.05% 79
2024
Q2 		$319K Sell
7,510
-1,800
-19% -$72.2K 0.04% 89
2024
Q1 		$363K Buy
9,310
+700
+8% +$24.9K 0.05% 100
2023
Q4 		$300K Buy
+8,610
New +$302K 0.05% 105

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

Jag Capital Management's WMB Position: Q2 2026 in Review

Jag Capital Management held its Williams Companies (WMB) position steady in Q2 2026 at 8,320 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #75.

Jag Capital Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Jag Capital Management held 8,320 shares of Williams Companies worth $619K as of Q2 2026.
  • Jag Capital Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.06% of Jag Capital Management's portfolio in Q2 2026, its #75 holding.
  • Jag Capital Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.