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

Concord 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	$60.1K	Buy	+258	New	+$51.1K	0.01%	344
2026 Q1	–	Sell	-12,423	Closed	-$2.22M	–	796
2025 Q4	$2.22M	Buy	12,423 +736	+6%	+$138K	0.29%	82
2025 Q3	$2.28M	Sell	11,687 -1,509	-11%	-$288K	0.32%	75
2025 Q2	$2.16M	Buy	13,196 +1,390	+12%	+$218K	0.31%	78
2025 Q1	$1.87M	Sell	11,806 -12,473	-51%	-$2.41M	0.31%	77
2024 Q4	$4.5M	Sell	24,279 -190	-0.8%	-$30.1K	0.74%	32
2024 Q3	$3.79M	Buy	24,469 +1,925	+9%	+$276K	0.63%	40
2024 Q2	$3.18M	Buy	22,544 +3,966	+21%	+$591K	0.56%	44
2024 Q1	$2.95M	Buy	+18,578	New	+$2.16M	0.53%	46
2022 Q3	–	Sell	-52	Closed	-$3K	–	1169
2022 Q2	$3K	Buy	52 +50	+2,500%	+$3.23K	﹤0.01%	975
2022 Q1	$0	Buy	+2	New	+$151	﹤0.01%	1406

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

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

Concord Wealth Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 258 shares worth $60.1K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WSM as recently as Q4 2025.

Concord Wealth Partners first reported a position in WSM in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.5M in Q4 2024. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Concord Wealth Partners held 258 shares of Williams-Sonoma worth $60.1K as of Q2 2026.
Williams-Sonoma was a new Concord Wealth Partners position in Q2 2026.
Williams-Sonoma made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #344 holding.
Concord Wealth Partners first reported a position in Williams-Sonoma in Q1 2022 and has held it in 11 quarters since.
Concord Wealth Partners's Williams-Sonoma position peaked at $4.5M in Q4 2024.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.