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Principia Wealth Advisory’s Williams Companies WMB Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$3.61K Buy
60
+19
+46% +$1.15K ﹤0.01% 333
2025
Q3 		$2.6K Sell
41
-7
-15% -$411 ﹤0.01% 386
2025
Q2 		$3.02K Buy
48
+11
+30% +$649 ﹤0.01% 308
2025
Q1 		$2.09K Buy
37
+4
+12% +$229 ﹤0.01% 279
2024
Q4 		$1.79K Buy
+33
New +$1.78K ﹤0.01% 261

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principia Wealth Advisory's WMB Position: Q4 2025 in Review

Principia Wealth Advisory increased its Williams Companies (WMB) stake by 46% in Q4 2025, buying an estimated $1.15K and bringing the position to 60 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Principia Wealth Advisory first reported a position in WMB in Q4 2024 and has held it in 5 quarters since. 1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • Principia Wealth Advisory held 60 shares of Williams Companies worth $3.61K as of Q4 2025.
  • Principia Wealth Advisory bought 19 Williams Companies shares in Q4 2025, an estimated $1.15K.
  • Williams Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #333 holding.
  • Principia Wealth Advisory first reported a position in Williams Companies in Q4 2024 and has held it in 5 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.