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Abacus Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Abacus Wealth Partners’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 		$352K Sell
1,512
-1,163
-43% -$230K 0.04% 213
2026
Q1 		$488K Buy
2,675
+24
+0.9% +$4.79K 0.04% 221
2025
Q4 		$473K Buy
+2,651
New +$497K 0.05% 231

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

Abacus Wealth Partners's WSM Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Williams-Sonoma (WSM) stake by 43% in Q2 2026, selling an estimated $230K and leaving 1,512 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #213.

Abacus Wealth Partners first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q1 2026. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Abacus Wealth Partners held 1,512 shares of Williams-Sonoma worth $352K as of Q2 2026.
  • Abacus Wealth Partners sold 1,163 Williams-Sonoma shares in Q2 2026, an estimated $230K.
  • Williams-Sonoma made up 0.04% of Abacus Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • Abacus Wealth Partners first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Williams-Sonoma position peaked at $488K in Q1 2026.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.