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

Abound 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 Q2	$20.2K	Buy	87 +15	+21%	+$2.97K	﹤0.01%	367
2026 Q1	$13.1K	Buy	72 +5	+7%	+$998	﹤0.01%	483
2025 Q4	$12.1K	Buy	67 +1	+2%	+$187	﹤0.01%	468
2025 Q3	$13K	Hold	66	–	–	﹤0.01%	437
2025 Q2	$10.8K	Hold	66	–	–	﹤0.01%	429
2025 Q1	$10.4K	Buy	66 +14	+27%	+$2.71K	﹤0.01%	396
2024 Q4	$9.58K	Hold	52	–	–	﹤0.01%	393
2024 Q3	$7.99K	Buy	52 +44	+550%	+$6.31K	﹤0.01%	456
2024 Q2	$1.18K	Hold	8	–	–	﹤0.01%	706
2024 Q1	$1.32K	Hold	8	–	–	﹤0.01%	736
2023 Q4	$838	Hold	8	–	–	﹤0.01%	806
2023 Q3	$642	Hold	8	–	–	﹤0.01%	762
2023 Q2	$514	Hold	8	–	–	﹤0.01%	834
2023 Q1	$496	Hold	8	–	–	﹤0.01%	674
2022 Q4	$465	Hold	8	–	–	﹤0.01%	665
2022 Q3	$474	Buy	+8	New	+$568	﹤0.01%	664

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's WSM Position: Q2 2026 in Review

Abound Wealth Management increased its Williams-Sonoma (WSM) stake by 21% in Q2 2026, buying an estimated $2.97K and bringing the position to 87 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Abound Wealth Management first reported a position in WSM in Q3 2022 and has held it in 16 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Abound Wealth Management held 87 shares of Williams-Sonoma worth $20.2K as of Q2 2026.
Abound Wealth Management bought 15 Williams-Sonoma shares in Q2 2026, an estimated $2.97K.
Williams-Sonoma made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #367 holding.
Abound Wealth Management first reported a position in Williams-Sonoma in Q3 2022 and has held it in 16 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.