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Principal Securities’s Williams Companies WMB Stock Holding History

Principal Securities’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 		$3.19M Sell
43,826
-7,242
-14% -$501K 0.05% 354
2025
Q4 		$3.07M Buy
51,068
+16,599
+48% +$1M 0.05% 341
2025
Q3 		$2.18M Buy
34,469
+943
+3% +$55.3K 0.04% 436
2025
Q2 		$2.11M Buy
33,526
+1,660
+5% +$98K 0.04% 395
2025
Q1 		$1.72M Hold
31,866
– – 0.04% 406
2024
Q4 		$1.72M Sell
31,866
-13,175
-29% -$710K 0.04% 405
2024
Q3 		$2.06M Buy
45,041
+15,793
+54% +$694K 0.05% 339
2024
Q2 		$1.24M Sell
29,248
-4,521
-13% -$181K 0.03% 426
2024
Q1 		$1.32M Sell
33,769
-606
-2% -$21.5K 0.04% 383
2023
Q4 		$1.2M Buy
+34,375
New +$1.21M 0.04% 362

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 Securities's WMB Position: Q1 2026 in Review

Principal Securities reduced its Williams Companies (WMB) stake by 14% in Q1 2026, selling an estimated $501K and leaving 43,826 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #354.

Principal Securities first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Principal Securities held 43,826 shares of Williams Companies worth $3.19M as of Q1 2026.
  • Principal Securities sold 7,242 Williams Companies shares in Q1 2026, an estimated $501K.
  • Williams Companies made up 0.05% of Principal Securities's portfolio in Q1 2026, its #354 holding.
  • Principal Securities first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.