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Consolidated Planning Corp’s Williams-Sonoma WSM Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-9,943
Closed -$1.78M – 219
2025
Q4 		$1.78M Buy
9,943
+719
+8% +$135K 0.18% 105
2025
Q3 		$1.8M Sell
9,224
-3,540
-28% -$677K 0.19% 107
2025
Q2 		$2.09M Buy
12,764
+1,670
+15% +$262K 0.26% 86
2025
Q1 		$1.75M Buy
11,094
+1,065
+11% +$206K 0.24% 86
2024
Q4 		$1.86M Buy
10,029
+6,110
+156% +$970K 0.25% 77
2024
Q3 		$607K Buy
3,919
+793
+25% +$114K 0.09% 117
2024
Q2 		$441K Buy
3,126
+840
+37% +$125K 0.07% 118
2024
Q1 		$363K Buy
+2,286
New +$265K 0.06% 120
2021
Q4 		– Sell
-26
Closed -$2K – 463
2021
Q3 		$2K Buy
+26
New +$2.2K ﹤0.01% 421

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Consolidated Planning Corp's WSM Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 9,943 shares — an estimated $1.78M sold.

Consolidated Planning Corp first reported a position in WSM in Q3 2021 and held it in 9 quarters. The position peaked at $2.09M in Q2 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 9,943 Williams-Sonoma shares in Q1 2026, an estimated $1.78M.
  • Consolidated Planning Corp first reported a position in Williams-Sonoma in Q3 2021 and held it in 9 quarters.
  • Consolidated Planning Corp's Williams-Sonoma position peaked at $2.09M in Q2 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.