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Principle Wealth Partners’s Williams Companies WMB Stock Holding History

Principle Wealth Partners’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 		$307K Sell
4,131
-149
-3% -$11K 0.02% 325
2026
Q1 		$312K Sell
4,280
-3,089
-42% -$214K 0.02% 310
2025
Q4 		$443K Buy
7,369
+1
+0% +$60 0.02% 256
2025
Q3 		$467K Buy
7,368
+55
+0.8% +$3.23K 0.03% 241
2025
Q2 		$459K Buy
7,313
+1,505
+26% +$88.9K 0.03% 238
2025
Q1 		$347K Sell
5,808
-114
-2% -$6.53K 0.02% 266
2024
Q4 		$320K Sell
5,922
-1,344
-18% -$72.4K 0.02% 275
2024
Q3 		$332K Buy
7,266
+1
+0% +$44 0.02% 270
2024
Q2 		$309K Buy
7,265
+1
+0% +$40 0.02% 274
2024
Q1 		$283K Buy
7,264
+1
+0% +$36 0.02% 292
2023
Q4 		$253K Buy
7,263
+104
+1% +$3.65K 0.02% 295
2023
Q3 		$241K Sell
7,159
-1,474
-17% -$50.3K 0.02% 289
2023
Q2 		$282K Buy
8,633
+1
+0% +$30 0.03% 273
2023
Q1 		$258K Sell
8,632
-1,447
-14% -$44.7K 0.03% 275
2022
Q4 		$332K Buy
+10,079
New +$328K 0.04% 235
2022
Q3 		– Sell
-6,890
Closed -$215K – 308
2022
Q2 		$215K Hold
6,890
– – 0.03% 288
2022
Q1 		$230K Buy
+6,890
New +$211K 0.02% 295
2021
Q4 		– Sell
-10,198
Closed -$265K – 329
2021
Q3 		$265K Buy
+10,198
New +$257K 0.03% 265
2020
Q3 		– Sell
-4,625
Closed -$88K – 434
2020
Q2 		$88K Buy
+4,625
New +$86.1K 0.03% 227

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

Principle Wealth Partners's WMB Position: Q2 2026 in Review

Principle Wealth Partners reduced its Williams Companies (WMB) stake by 3.5% in Q2 2026, selling an estimated $11K and leaving 4,131 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #325.

Principle Wealth Partners first reported a position in WMB in Q2 2020 and has held it in 19 quarters since. The position peaked at $467K in Q3 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Principle Wealth Partners held 4,131 shares of Williams Companies worth $307K as of Q2 2026.
  • Principle Wealth Partners sold 149 Williams Companies shares in Q2 2026, an estimated $11K.
  • Williams Companies made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #325 holding.
  • Principle Wealth Partners first reported a position in Williams Companies in Q2 2020 and has held it in 19 quarters since.
  • Principle Wealth Partners's Williams Companies position peaked at $467K in Q3 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.