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Action Point Financial Planning’s Williams-Sonoma WSM Stock Holding History

Action Point Financial Planning’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 		$39.9K Buy
+171
New +$33.9K ﹤0.01% 896

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

Action Point Financial Planning's WSM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Williams-Sonoma (WSM) in Q2 2026: 171 shares worth $39.9K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Action Point Financial Planning held 171 shares of Williams-Sonoma worth $39.9K as of Q2 2026.
  • Williams-Sonoma was a new Action Point Financial Planning position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #896 holding.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.