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

Aries 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 		$835K Hold
3,583
– – 0.16% 114
2026
Q1 		$653K Hold
3,583
– – 0.14% 123
2025
Q4 		$640K Sell
3,583
-77
-2% -$14.4K 0.14% 125
2025
Q3 		$715K Hold
3,660
– – 0.17% 112
2025
Q2 		$598K Hold
3,660
– – 0.16% 124
2025
Q1 		$579K Hold
3,660
– – 0.16% 121
2024
Q4 		$678K Hold
3,660
– – 0.19% 115
2024
Q3 		$567K Buy
+3,660
New +$525K 0.16% 125

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

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

Aries Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 3,583 shares worth $835K. The position accounts for 0.16% of the portfolio, ranked #114.

Aries Wealth Management first reported a position in WSM in Q3 2024 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Aries Wealth Management held 3,583 shares of Williams-Sonoma worth $835K as of Q2 2026.
  • Aries Wealth Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.16% of Aries Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Aries Wealth Management first reported a position in Williams-Sonoma in Q3 2024 and has held it in 8 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.