STACKSTONE WEALTH, LLC’s Williams-Sonoma WSM Stock Holding History

STACKSTONE WEALTH, LLC’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	$422K	Buy	+1,850	New	+$427K	0.04%	239

Other funds holding WSM

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

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

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

STACKSTONE WEALTH, LLC's WSM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Williams-Sonoma (WSM) in Q3 2026: 1,850 shares worth $422K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

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

STACKSTONE WEALTH, LLC held 1,850 shares of Williams-Sonoma worth $422K as of Q3 2026.
Williams-Sonoma was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Williams-Sonoma made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #239 holding.
157 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.