Principia Wealth Advisory’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Other funds holding WMB
Principia Wealth Advisory's WMB Position: Q2 2026 in Review
Principia Wealth Advisory increased its Williams Companies (WMB) stake by 14% in Q2 2026, buying an estimated $736 and bringing the position to 83 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #318.
Principia Wealth Advisory first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Principia Wealth Advisory held 83 shares of Williams Companies worth $6.17K as of Q2 2026.
- Principia Wealth Advisory bought 10 Williams Companies shares in Q2 2026, an estimated $736.
- Williams Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #318 holding.
- Principia Wealth Advisory first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
- 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.