Williams Companies shares owned by Summit Financial
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams Companies by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 86k | 63.35 |
| 2025-06-30 | $5.3M | 85k | 62.81 |
| 2025-03-31 | $4.9M | 83k | 59.76 |
| 2024-12-31 | $4.4M | 82k | 54.12 |
| 2024-09-30 | $2.5M | 55k | 45.65 |
| 2024-06-30 | $314k | 7.4k | 42.50 |