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 Q1	$21.2M	Buy	+291,400	New	+$20.2M	0.15%	111
2025 Q2	–	Sell	-82,900	Closed	-$4.95M	–	1856
2025 Q1	$4.95M	Hold	82,900	–	–	0.04%	293
2024 Q4	$4.49M	Buy	+82,900	New	+$4.47M	0.03%	401
2024 Q2	–	Sell	-67,300	Closed	-$2.62M	–	1919
2024 Q1	$2.62M	Sell	67,300 -67,200	-50%	-$2.39M	0.02%	500
2023 Q4	$4.68M	Buy	+134,500	New	+$4.72M	0.03%	423
2023 Q2	–	Sell	-60,000	Closed	-$1.79M	–	2044
2023 Q1	$1.79M	Hold	60,000	–	–	0.01%	693
2022 Q4	$1.97M	Buy	+60,000	New	+$1.95M	0.01%	657

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

Jefferies Financial Group's WMB Position: Q1 2026 in Review

Jefferies Financial Group reduced its Williams Companies (WMB) stake by 14% in Q1 2026, selling an estimated $1.27M and leaving 112,257 shares worth $8.17M. The position accounts for 0.06% of the portfolio, ranked #239.

Jefferies Financial Group first reported a position in WMB in Q4 2022 and has held it in 11 quarters since. The position peaked at $36.9M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Jefferies Financial Group held 112,257 shares of Williams Companies worth $8.17M as of Q1 2026.
Jefferies Financial Group sold 18,300 Williams Companies shares in Q1 2026, an estimated $1.27M.
Williams Companies made up 0.06% of Jefferies Financial Group's portfolio in Q1 2026, its #239 holding.
Jefferies Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Williams Companies position peaked at $36.9M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.