WJWM
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Williams Jones Wealth Management’s Williams Companies WMB Stock Holding History

Williams Jones 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 		$29.8M Buy
400,798
+10,839
+3% +$798K 0.34% 54
2026
Q1 		$28.4M Buy
389,959
+199,260
+104% +$13.8M 0.35% 56
2025
Q4 		$11.5M Buy
190,699
+8,521
+5% +$515K 0.13% 91
2025
Q3 		$11.5M Buy
182,178
+112,558
+162% +$6.61M 0.13% 93
2025
Q2 		$4.37M Buy
69,620
+2,957
+4% +$175K 0.05% 143
2025
Q1 		$3.98M Buy
66,663
+34,630
+108% +$1.98M 0.05% 145
2024
Q4 		$1.73M Sell
32,033
-149
-0.5% -$8.03K 0.02% 200
2024
Q3 		$1.47M Sell
32,182
-237
-0.7% -$10.4K 0.02% 221
2024
Q2 		$1.38M Buy
32,419
+3,479
+12% +$140K 0.02% 229
2024
Q1 		$1.13M Sell
28,940
-6,405
-18% -$228K 0.01% 250
2023
Q4 		$1.23M Buy
35,345
+5,605
+19% +$197K 0.02% 237
2023
Q3 		$1M Buy
29,740
+4,799
+19% +$164K 0.02% 251
2023
Q2 		$814K Sell
24,941
-437
-2% -$13.1K 0.01% 279
2023
Q1 		$758K Sell
25,378
-43
-0.2% -$1.33K 0.01% 309
2022
Q4 		$836K Sell
25,421
-1,258
-5% -$41K 0.01% 291
2022
Q3 		$764K Sell
26,679
-1,103
-4% -$35.9K 0.01% 304
2022
Q2 		$867K Buy
27,782
+4,175
+18% +$144K 0.01% 292
2022
Q1 		$789K Sell
23,607
-588
-2% -$18K 0.01% 294
2021
Q4 		$630K Hold
24,195
– – 0.01% 298
2021
Q3 		$628K Sell
24,195
-2,000
-8% -$50.4K 0.01% 298
2021
Q2 		$695K Buy
26,195
+6,870
+36% +$176K 0.01% 283
2021
Q1 		$458K Buy
19,325
+3,850
+25% +$87.5K 0.01% 321
2020
Q4 		$310K Sell
15,475
-3,422
-18% -$69.4K 0.01% 364
2020
Q3 		$371K Buy
18,897
+8,702
+85% +$177K 0.01% 304
2020
Q2 		$194K Sell
10,195
-4,800
-32% -$89.3K ﹤0.01% 380
2020
Q1 		$212K Sell
14,995
-1,292
-8% -$25K 0.01% 340
2019
Q4 		$386K Sell
16,287
-12,674
-44% -$290K 0.01% 321
2019
Q3 		$697K Buy
+28,961
New +$730K 0.01% 231

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

Williams Jones Wealth Management's WMB Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Williams Companies (WMB) stake by 2.8% in Q2 2026, buying an estimated $798K and bringing the position to 400,798 shares worth $29.8M. The position accounts for 0.34% of the portfolio, ranked #54.

Williams Jones Wealth Management first reported a position in WMB in Q3 2019 and has held it in 28 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Williams Jones Wealth Management held 400,798 shares of Williams Companies worth $29.8M as of Q2 2026.
  • Williams Jones Wealth Management bought 10,839 Williams Companies shares in Q2 2026, an estimated $798K.
  • Williams Companies made up 0.34% of Williams Jones Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Williams Jones Wealth Management first reported a position in Williams Companies in Q3 2019 and has held it in 28 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.