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Williams Companies shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams Companies by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $595k 14k 42.50

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spinnaker Etf Series Trajan Wealth (TWIO)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
AmerisourceBergen (COR)

View all positions for Trajan Wealth

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Bank of America Corporation
Dodge & Cox
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Wellington Management Company
Morgan Stanley
ClearBridge Advisors
Royal Bank of Canada
Deutsche Bank Aktiengesellschaft
UBS Group
Invesco

View all funds holding Williams Companies