Jones Financial Companies
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Jones Financial Companies’s Williams Companies WMB Stock Holding History

Jones Financial Companies’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 		$70M Buy
951,835
+849,623
+831% +$58.8M 0.03% 270
2025
Q4 		$6.14M Buy
102,212
+20,309
+25% +$1.23M ﹤0.01% 580
2025
Q3 		$5.24M Buy
81,903
+20,193
+33% +$1.19M ﹤0.01% 558
2025
Q2 		$3.87M Buy
61,710
+12,031
+24% +$710K ﹤0.01% 560
2025
Q1 		$2.94M Buy
49,679
+7,309
+17% +$418K ﹤0.01% 549
2024
Q4 		$2.29M Buy
42,370
+7,767
+22% +$419K ﹤0.01% 525
2024
Q3 		$1.56M Buy
34,603
+27,223
+369% +$1.2M ﹤0.01% 496
2024
Q2 		$314K Buy
7,380
+3,123
+73% +$125K ﹤0.01% 679
2024
Q1 		$166K Buy
4,257
+2,699
+173% +$95.9K ﹤0.01% 492
2023
Q4 		$54.3K Buy
1,558
+79
+5% +$2.77K ﹤0.01% 464
2023
Q3 		$49.8K Buy
1,479
+49
+3% +$1.67K ﹤0.01% 365
2023
Q2 		$46.7K Sell
1,430
-310
-18% -$9.3K ﹤0.01% 368
2023
Q1 		$52K Buy
1,740
+200
+13% +$6.18K ﹤0.01% 354
2022
Q4 		$51K Buy
1,540
+990
+180% +$32.2K ﹤0.01% 348
2022
Q3 		$16K Sell
550
-372
-40% -$12.1K ﹤0.01% 398
2022
Q2 		$29K Buy
+922
New +$31.8K ﹤0.01% 366
2022
Q1 		– Sell
-784
Closed -$20K – 855
2021
Q4 		$20K Buy
784
+740
+1,682% +$20.5K ﹤0.01% 466
2021
Q3 		$1K Hold
44
– – ﹤0.01% 640
2021
Q2 		$1K Buy
+44
New +$1.13K ﹤0.01% 622
2021
Q1 		– Sell
-183
Closed -$4K – 875
2020
Q4 		$4K Buy
+183
New +$3.71K ﹤0.01% 535
2013
Q4 		– Sell
-105
Closed -$4K – 543
2013
Q3 		$4K Buy
105
+56
+114% +$1.96K ﹤0.01% 610
2013
Q2 		$2K Buy
+49
New +$1.76K ﹤0.01% 732

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

Jones Financial Companies's WMB Position: Q1 2026 in Review

Jones Financial Companies increased its Williams Companies (WMB) stake by 831% in Q1 2026, buying an estimated $58.8M and bringing the position to 951,835 shares worth $70M. The position accounts for 0.03% of the portfolio, ranked #270.

Jones Financial Companies first reported a position in WMB in Q2 2013 and has held it in 22 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Jones Financial Companies held 951,835 shares of Williams Companies worth $70M as of Q1 2026.
  • Jones Financial Companies bought 849,623 Williams Companies shares in Q1 2026, an estimated $58.8M.
  • Williams Companies made up 0.03% of Jones Financial Companies's portfolio in Q1 2026, its #270 holding.
  • Jones Financial Companies first reported a position in Williams Companies in Q2 2013 and has held it in 22 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.