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Aaron Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Aaron Wealth Advisors’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
Q2 		$797K Buy
3,419
+1
+0% +$198 0.04% 302
2026
Q1 		$623K Sell
3,418
-2,979
-47% -$595K 0.04% 336
2025
Q4 		$1.14M Buy
6,397
+803
+14% +$150K 0.06% 220
2025
Q3 		$1.09M Buy
5,594
+4,009
+253% +$766K 0.06% 213
2025
Q2 		$259K Buy
1,585
+72
+5% +$11.3K 0.03% 399
2025
Q1 		$239K Buy
1,513
+194
+15% +$37.5K 0.03% 394
2024
Q4 		$244K Buy
+1,319
New +$209K 0.03% 371

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's WSM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Williams-Sonoma (WSM) stake by 0.03% in Q2 2026, buying an estimated $198 and bringing the position to 3,419 shares worth $797K. The position accounts for 0.04% of the portfolio, ranked #302.

Aaron Wealth Advisors first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Aaron Wealth Advisors held 3,419 shares of Williams-Sonoma worth $797K as of Q2 2026.
  • Aaron Wealth Advisors bought 1 Williams-Sonoma share in Q2 2026, an estimated $198.
  • Williams-Sonoma made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • Aaron Wealth Advisors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • Aaron Wealth Advisors's Williams-Sonoma position peaked at $1.14M in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.