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Williams Companies shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Williams Companies by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $720k 11k 63.35
2025-03-31 $548k 9.2k 59.76

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen 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