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Williams Companies shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams Companies by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $740k 12k 60.11

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Ssga Active Tr State Street Loo (OBND)
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Janus Detroit Str Tr Henderson Securi (JSI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
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Vanguard World Extended Dur (EDV)
Proshares Tr Pshs Ult S&p 500 (SSO)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Marshall Financial Group

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