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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
Q2 		$3.39M Buy
45,548
+1,722
+4% +$127K 0.04% 376
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Securities's WMB Position: Q2 2026 in Review

Principal Securities increased its Williams Companies (WMB) stake by 3.9% in Q2 2026, buying an estimated $127K and bringing the position to 45,548 shares worth $3.39M. The position accounts for 0.04% of the portfolio, ranked #376.

Principal Securities first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Principal Securities held 45,548 shares of Williams Companies worth $3.39M as of Q2 2026.
  • Principal Securities bought 1,722 Williams Companies shares in Q2 2026, an estimated $127K.
  • Williams Companies made up 0.04% of Principal Securities's portfolio in Q2 2026, its #376 holding.
  • Principal Securities first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.