Shrier Wealth Management »

Williams Companies shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Shrier Wealth Management 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 Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 71k 60.11

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier Wealth Management

Top funds holding Williams Companies

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

View all funds holding Williams Companies