Acumen Wealth Advisors »

Williams Companies shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams Companies by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 28k 74.34
2026-03-31 $828k 11k 72.78

More positions owned by Acumen Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding Williams Companies

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Vanguard Portfolio Management
Morgan Stanley
Wellington Management Company
Geode Capital Management
ClearBridge Advisors
Jpmorgan Chase & Co
Invesco
Royal Bank of Canada
Deutsche Bank Aktiengesellschaft
Blackstone Group
T. Rowe Price Associates

View all funds holding Williams Companies