1900 Wealth Management’s Williams-Sonoma WSM Stock Holding History

1900 Wealth Management’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$220K	Buy	+964	New	+$223K	0.01%	373

Other funds holding WSM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

MCA

Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

1900 Wealth Management's WSM Position: Q3 2026 in Review

1900 Wealth Management opened a new position in Williams-Sonoma (WSM) in Q3 2026: 964 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings.

83 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

1900 Wealth Management held 964 shares of Williams-Sonoma worth $220K as of Q3 2026.
Williams-Sonoma was a new 1900 Wealth Management position in Q3 2026.
Williams-Sonoma made up 0.01% of 1900 Wealth Management's portfolio in Q3 2026, its #373 holding.
83 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.