Jefferies Financial Group’s Williams Companies WMB Stock Holding History

Jefferies Financial Group’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	$25.3M	Buy	339,939 +227,682	+203%	+$16.8M	0.17%	120
2026 Q1	$8.17M	Sell	112,257 -18,300	-14%	-$1.27M	0.06%	239
2025 Q4	$7.85M	Buy	+130,557	New	+$7.89M	0.04%	383
2025 Q3	–	Sell	-588,201	Closed	-$36.9M	–	1710
2025 Q2	$36.9M	Buy	588,201 +107,829	+22%	+$6.37M	0.31%	65
2025 Q1	$28.7M	Buy	480,372 +418,865	+681%	+$24M	0.25%	60
2024 Q4	$3.33M	Buy	+61,507	New	+$3.31M	0.02%	495
2024 Q3	–	Sell	-8,151	Closed	-$346K	–	1806
2024 Q2	$346K	Sell	8,151 -21,849	-73%	-$876K	﹤0.01%	1074
2024 Q1	$1.17M	Sell	30,000 -26,000	-46%	-$924K	0.01%	764
2023 Q4	$1.95M	Buy	56,000 +43,265	+340%	+$1.52M	0.01%	724
2023 Q3	$429K	Buy	+12,735	New	+$435K	﹤0.01%	1125
2023 Q2	–	Sell	-18,008	Closed	-$538K	–	2045
2023 Q1	$538K	Buy	18,008 +17,508	+3,502%	+$541K	﹤0.01%	1075
2022 Q4	$16.5K	Buy	+500	New	+$16.3K	﹤0.01%	1461

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

Jefferies Financial Group's WMB Position: Q2 2026 in Review

Jefferies Financial Group increased its Williams Companies (WMB) stake by 203% in Q2 2026, buying an estimated $16.8M and bringing the position to 339,939 shares worth $25.3M. The position accounts for 0.17% of the portfolio, ranked #120.

Jefferies Financial Group first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $36.9M in Q2 2025. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Jefferies Financial Group held 339,939 shares of Williams Companies worth $25.3M as of Q2 2026.
Jefferies Financial Group bought 227,682 Williams Companies shares in Q2 2026, an estimated $16.8M.
Williams Companies made up 0.17% of Jefferies Financial Group's portfolio in Q2 2026, its #120 holding.
Jefferies Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's Williams Companies position peaked at $36.9M in Q2 2025.
1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.