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Williams Companies shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Williams Companies

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All positions including Williams Companies held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 3.6k 60.11

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Wisdomtree Tr True Developed I (DOL)
PerkinElmer (RVTY)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Cascade Financial Partners

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Jpmorgan Chase & Co
ClearBridge Advisors
Deutsche Bank Aktiengesellschaft
Blackstone Group
Royal Bank of Canada
Invesco
Northern Trust
Norges Bank Investment Management
Neuberger Berman Group
Tortoise Capital Advisors

View all funds holding Williams Companies