Jackson Wealth Management, LLC WMB — WILLIAMS COS INC COM

Ownership history in Jackson Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

Jackson Wealth Management, LLC reported WILLIAMS COS INC COM (WMB) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows WMB at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jackson Wealth Management, LLC's position in WILLIAMS COS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMB was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMB stock page Jackson Wealth Management, LLC fund profile Jackson Wealth Management, LLC full holdings
How Jackson Wealth Management, LLC held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 83,755 +2,556 +3.1% 0.49% $5.0M 2026-02-14 (Est.) $71.76
2025 Q3 ADDED — — — 81,199 +2,275 +2.9% 0.51% $5.1M 2025-10-03 $63.49
2025 Q1 REDUCED — — — 78,924 -608 -0.8% 0.57% $4.7M 2025-04-29 $57.78
2024 Q4 ADDED — — — 79,532 +3,137 +4.1% 0.49% $4.3M 2025-01-27 $52.35
2024 Q3 INITIATED — — — 76,395 — — 0.42% $3.5M 2024-10-22 $49.76

🏢 Other funds also holding WMB

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.26% Heronetta Management, L.P. 3Y 7Y 16.7% SL ADVISORS, LLC 3Y 7Y 8.1% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.73% Asset Management Advisors, LLC 3Y 7Y 7.64% Fractal Investments LLC 3Y 7.01% Barnett & Company, Inc. 3Y 7Y 6.36% ELCO Management Co., LLC 3Y 7Y 6.35% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 6.13% Dilation Capital Management LP 5.5%

FAQ About Jackson Wealth Management, LLC and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jackson Wealth Management, LLC reported owning WMB?

Jackson Wealth Management, LLC reported WMB across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported WMB position in Jackson Wealth Management, LLC's portfolio?

The largest reported portfolio weight for WMB was 0.57% in 2025 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when Jackson Wealth Management, LLC reported 83,755 shares, equal to 0.49% of portfolio, with an estimated market value of $5.0M.

What does the chart on this WMB ownership page compare?

The chart compares Jackson Wealth Management, LLC's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jackson Wealth Management, LLC time their WMB position?

Based on 13F filing dates vs. subsequent WMB price moves, Jackson Wealth Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WMB relative to SPY over the holding period was +16.0%.

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