JWA
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JFS Wealth Advisors’s Williams Companies WMB Stock Holding History

JFS Wealth Advisors’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 		$59.1K Sell
795
-1,019
-56% -$75K ﹤0.01% 518
2026
Q1 		$132K Buy
1,814
+1,016
+127% +$70.3K 0.01% 382
2025
Q4 		$48K Buy
798
+153
+24% +$9.25K ﹤0.01% 531
2025
Q3 		$40.9K Hold
645
– – ﹤0.01% 543
2025
Q2 		$40.5K Buy
645
+10
+2% +$590 ﹤0.01% 506
2025
Q1 		$37.9K Hold
635
– – ﹤0.01% 527
2024
Q4 		$34.4K Hold
635
– – ﹤0.01% 526
2024
Q3 		$29K Sell
635
-1,435
-69% -$63.1K ﹤0.01% 563
2024
Q2 		$88K Sell
2,070
-379
-15% -$15.2K 0.01% 327
2024
Q1 		$95.4K Sell
2,449
-225
-8% -$7.99K 0.01% 320
2023
Q4 		$93.1K Buy
2,674
+209
+8% +$7.33K 0.01% 316
2023
Q3 		$83.1K Buy
2,465
+22
+0.9% +$751 0.01% 299
2023
Q2 		$79.7K Sell
2,443
-84
-3% -$2.52K 0.01% 304
2023
Q1 		$75.5K Buy
2,527
+33
+1% +$1.02K 0.01% 315
2022
Q4 		$82.1K Buy
2,494
+1,648
+195% +$53.7K 0.01% 306
2022
Q3 		$24K Sell
846
-112
-12% -$3.65K ﹤0.01% 535
2022
Q2 		$30K Buy
958
+539
+129% +$18.6K ﹤0.01% 506
2022
Q1 		$14K Buy
419
+277
+195% +$8.46K ﹤0.01% 702
2021
Q4 		$4K Buy
+142
New +$3.92K ﹤0.01% 892
2015
Q2 		– Sell
-100
Closed -$5K – 528
2015
Q1 		$5K Hold
100
– – ﹤0.01% 416
2014
Q4 		$4K Hold
100
– – ﹤0.01% 449
2014
Q3 		$6K Hold
100
– – ﹤0.01% 375
2014
Q2 		$6K Buy
+100
New +$4.63K ﹤0.01% 364

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

JFS Wealth Advisors's WMB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Williams Companies (WMB) stake by 56% in Q2 2026, selling an estimated $75K and leaving 795 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

JFS Wealth Advisors first reported a position in WMB in Q2 2014 and has held it in 23 quarters since. The position peaked at $132K in Q1 2026. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • JFS Wealth Advisors held 795 shares of Williams Companies worth $59.1K as of Q2 2026.
  • JFS Wealth Advisors sold 1,019 Williams Companies shares in Q2 2026, an estimated $75K.
  • Williams Companies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #518 holding.
  • JFS Wealth Advisors first reported a position in Williams Companies in Q2 2014 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Williams Companies position peaked at $132K in Q1 2026.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.