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Williams Companies shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams Companies by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 3.8k 63.35

More positions owned by Monticello Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello Wealth Management

Top funds holding Williams Companies

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

View all funds holding Williams Companies