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Williams Companies shares owned by Quantum Financial Advisors

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

Historical chart of Quantum Financial Advisors investment in Williams Companies

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

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Quarterly reported holdings in Williams Companies by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 3.9k 60.11
2025-09-30 $249k 3.9k 63.35
2025-06-30 $247k 3.9k 62.81
2025-03-31 $224k 3.7k 59.76
2024-12-31 $203k 3.7k 54.12

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust International (DFSI)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Quantum Financial Advisors

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