Principal Financial Group
WMB icon

Principal Financial Group’s Williams Companies WMB Stock Holding History

Principal Financial Group’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130M Sell
1,792,711
-31,637
-2% -$2.19M 0.07% 239
2025
Q4 		$110M Buy
1,824,348
+133,977
+8% +$8.1M 0.06% 256
2025
Q3 		$107M Sell
1,690,371
-11,912
-0.7% -$699K 0.05% 262
2025
Q2 		$107M Buy
1,702,283
+171,669
+11% +$10.1M 0.06% 268
2025
Q1 		$91.5M Sell
1,530,614
-27,163
-2% -$1.55M 0.05% 293
2024
Q4 		$84.3M Sell
1,557,777
-18,388
-1% -$991K 0.05% 323
2024
Q3 		$72M Buy
1,576,165
+35,981
+2% +$1.58M 0.04% 363
2024
Q2 		$65.5M Sell
1,540,184
-30,356
-2% -$1.22M 0.04% 370
2024
Q1 		$61.2M Buy
1,570,540
+13,834
+0.9% +$492K 0.04% 410
2023
Q4 		$54.2M Sell
1,556,706
-27,083
-2% -$950K 0.03% 416
2023
Q3 		$53.4M Buy
1,583,789
+51,461
+3% +$1.76M 0.04% 390
2023
Q2 		$50M Sell
1,532,328
-76,258
-5% -$2.29M 0.03% 427
2023
Q1 		$48M Buy
1,608,586
+45,401
+3% +$1.4M 0.03% 437
2022
Q4 		$51.4M Sell
1,563,185
-86,310
-5% -$2.81M 0.04% 405
2022
Q3 		$47.2M Buy
1,649,495
+4,767
+0.3% +$155K 0.04% 395
2022
Q2 		$51.3M Buy
1,644,728
+114,475
+7% +$3.95M 0.04% 394
2022
Q1 		$51.1M Buy
1,530,253
+23,849
+2% +$729K 0.03% 440
2021
Q4 		$39.2M Sell
1,506,404
-11,732
-0.8% -$324K 0.02% 550
2021
Q3 		$39.4M Sell
1,518,136
-43,403
-3% -$1.09M 0.03% 527
2021
Q2 		$41.5M Buy
1,561,539
+34,060
+2% +$872K 0.03% 523
2021
Q1 		$36.2M Sell
1,527,479
-114,503
-7% -$2.6M 0.03% 555
2020
Q4 		$32.9M Sell
1,641,982
-65,771
-4% -$1.33M 0.02% 526
2020
Q3 		$33.6M Sell
1,707,753
-100,198
-6% -$2.04M 0.03% 469
2020
Q2 		$34.4M Buy
1,807,951
+51,567
+3% +$960K 0.03% 456
2020
Q1 		$24.9M Buy
1,756,384
+15,914
+0.9% +$308K 0.03% 474
2019
Q4 		$41.3M Sell
1,740,470
-61,450
-3% -$1.41M 0.03% 442
2019
Q3 		$43.4M Buy
1,801,920
+6,559
+0.4% +$165K 0.04% 426
2019
Q2 		$50.3M Buy
1,795,361
+20,843
+1% +$579K 0.05% 386
2019
Q1 		$51M Sell
1,774,518
-10,264
-0.6% -$275K 0.05% 375
2018
Q4 		$39.4M Sell
1,784,782
-21,540
-1% -$539K 0.04% 417
2018
Q3 		$49.1M Buy
1,806,322
+583,213
+48% +$16.9M 0.04% 422
2018
Q2 		$33.2M Sell
1,223,109
-13,920
-1% -$367K 0.03% 541
2018
Q1 		$30.8M Sell
1,237,029
-12,752
-1% -$376K 0.03% 561
2017
Q4 		$38.1M Sell
1,249,781
-24,871
-2% -$723K 0.04% 492
2017
Q3 		$38.3M Buy
1,274,652
+6,597
+0.5% +$201K 0.04% 475
2017
Q2 		$38.4M Buy
1,268,055
+3,678
+0.3% +$110K 0.04% 487
2017
Q1 		$37.4M Buy
1,264,377
+245,277
+24% +$7.09M 0.05% 426
2016
Q4 		$31.7M Sell
1,019,100
-2,373
-0.2% -$71.5K 0.04% 474
2016
Q3 		$31.4M Buy
1,021,473
+17,010
+2% +$451K 0.04% 453
2016
Q2 		$21.7M Buy
1,004,463
+39,432
+4% +$792K 0.03% 570
2016
Q1 		$15.5M Buy
965,031
+21,265
+2% +$366K 0.02% 724
2015
Q4 		$24.3M Buy
943,766
+17,606
+2% +$615K 0.04% 476
2015
Q3 		$34.1M Sell
926,160
-60,006
-6% -$2.99M 0.05% 343
2015
Q2 		$56.6M Sell
986,166
-3,825,452
-80% -$197M 0.08% 258
2015
Q1 		$243M Buy
4,811,618
+187,074
+4% +$8.67M 0.36% 58
2014
Q4 		$208M Sell
4,624,544
-464,235
-9% -$23.7M 0.32% 69
2014
Q3 		$282M Sell
5,088,779
-1,283,952
-20% -$73.8M 0.48% 30
2014
Q2 		$371M Buy
6,372,731
+44,600
+0.7% +$2.07M 0.62% 13
2014
Q1 		$257M Buy
6,328,131
+9,650
+0.2% +$391K 0.46% 26
2013
Q4 		$244M Sell
6,318,481
-670,172
-10% -$24.1M 0.45% 29
2013
Q3 		$254M Buy
6,988,653
+411,999
+6% +$14.4M 0.52% 24
2013
Q2 		$214M Buy
+6,576,654
New +$237M 0.47% 27

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group's WMB Position: Q1 2026 in Review

Principal Financial Group reduced its Williams Companies (WMB) stake by 1.7% in Q1 2026, selling an estimated $2.19M and leaving 1,792,711 shares worth $130M. The position accounts for 0.07% of the portfolio, ranked #239.

Principal Financial Group first reported a position in WMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $371M in Q2 2014. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Principal Financial Group held 1,792,711 shares of Williams Companies worth $130M as of Q1 2026.
  • Principal Financial Group sold 31,637 Williams Companies shares in Q1 2026, an estimated $2.19M.
  • Williams Companies made up 0.07% of Principal Financial Group's portfolio in Q1 2026, its #239 holding.
  • Principal Financial Group first reported a position in Williams Companies in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Williams Companies position peaked at $371M in Q2 2014.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.