JWM
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Jessup Wealth Management’s Williams Companies WMB Stock Holding History

Jessup Wealth 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 		– Sell
-2,363
Closed -$142K – 361
2025
Q4 		$142K Buy
+2,363
New +$143K 0.05% 96

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

Jessup Wealth Management's WMB Position: Q1 2026 in Review

Jessup Wealth Management sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 2,363 shares — an estimated $142K sold.

Jessup Wealth Management first reported a position in WMB in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Jessup Wealth Management reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 2,363 Williams Companies shares in Q1 2026, an estimated $142K.
  • Jessup Wealth Management first reported a position in Williams Companies in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Williams Companies position peaked at $142K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.