JFG
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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 		$37.6M Buy
+517,300
New +$35.8M 0.26% 67
2025
Q3 		– Sell
-65,000
Closed -$4.08M – 1711
2025
Q2 		$4.08M Buy
+65,000
New +$3.84M 0.03% 347

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

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.