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

JGP 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
Q2 		$207K Hold
2,778
– – 0.02% 225
2026
Q1 		$202K Buy
+2,778
New +$192K 0.02% 219

Other funds holding WMB

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JGP Wealth Management's WMB Position: Q2 2026 in Review

JGP Wealth Management held its Williams Companies (WMB) position steady in Q2 2026 at 2,778 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #225.

JGP Wealth Management first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • JGP Wealth Management held 2,778 shares of Williams Companies worth $207K as of Q2 2026.
  • JGP Wealth Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #225 holding.
  • JGP Wealth Management first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.