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Cornerstone Planning Group’s Williams-Sonoma WSM Stock Holding History

Cornerstone Planning Group’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 		$13K Sell
58
-4
-6% -$793 ﹤0.01% 808
2026
Q1 		$11K Buy
62
+27
+77% +$5.39K ﹤0.01% 860
2025
Q4 		$7.23K Sell
35
-469
-93% -$87.9K ﹤0.01% 875
2025
Q3 		$11K Buy
504
+483
+2,300% +$92.3K ﹤0.01% 749
2025
Q2 		$4.29K Sell
21
-13
-38% -$2.04K ﹤0.01% 759
2025
Q1 		$4.96K Buy
34
+32
+1,600% +$6.18K ﹤0.01% 739
2024
Q4 		$423 Buy
+2
New +$317 ﹤0.01% 1190

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cornerstone Planning Group's WSM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Williams-Sonoma (WSM) stake by 6.5% in Q2 2026, selling an estimated $793 and leaving 58 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Cornerstone Planning Group first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 604 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cornerstone Planning Group held 58 shares of Williams-Sonoma worth $13K as of Q2 2026.
  • Cornerstone Planning Group sold 4 Williams-Sonoma shares in Q2 2026, an estimated $793.
  • Williams-Sonoma made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #808 holding.
  • Cornerstone Planning Group first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 604 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.