Atlantic Private Wealth’s Williams-Sonoma WSM Stock Holding History

Atlantic Private Wealth’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	$466	Hold	2	–	–	﹤0.01%	274
2026 Q1	$365	Hold	2	–	–	﹤0.01%	291
2025 Q4	$357	Buy	+2	New	+$375	﹤0.01%	357

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

Atlantic Private Wealth's WSM Position: Q2 2026 in Review

Atlantic Private Wealth held its Williams-Sonoma (WSM) position steady in Q2 2026 at 2 shares worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Atlantic Private Wealth first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Atlantic Private Wealth held 2 shares of Williams-Sonoma worth $466 as of Q2 2026.
Atlantic Private Wealth left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #274 holding.
Atlantic Private Wealth first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.