Creative Planning’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
58,572
+19,559
| +50% | +$3.91M | 0.01% | 664 |
|
|
2025
Q4 | $6.97M | Buy |
39,013
+1,889
| +5% | +$354K | 0.01% | 789 |
|
|
2025
Q3 | $7.26M | Buy |
37,124
+4,094
| +12% | +$782K | 0.01% | 703 |
|
|
2025
Q2 | $5.4M | Buy |
33,030
+2,966
| +10% | +$466K | ﹤0.01% | 727 |
|
|
2025
Q1 | $4.75M | Sell |
30,064
-947
| -3% | -$183K | ﹤0.01% | 731 |
|
|
2024
Q4 | $5.74M | Buy |
31,011
+1,955
| +7% | +$310K | 0.01% | 619 |
|
|
2024
Q3 | $4.5M | Buy |
29,056
+3,746
| +15% | +$537K | ﹤0.01% | 671 |
|
|
2024
Q2 | $3.57M | Buy |
25,310
+1,118
| +5% | +$167K | ﹤0.01% | 746 |
|
|
2024
Q1 | $3.84M | Buy |
24,192
+270
| +1% | +$31.3K | ﹤0.01% | 700 |
|
|
2023
Q4 | $2.41M | Buy |
23,922
+3,796
| +19% | +$329K | ﹤0.01% | 840 |
|
|
2023
Q3 | $1.56M | Buy |
20,126
+3,500
| +21% | +$241K | ﹤0.01% | 965 |
|
|
2023
Q2 | $1.04M | Buy |
16,626
+1,662
| +11% | +$99.1K | ﹤0.01% | 1110 |
|
|
2023
Q1 | $910K | Buy |
14,964
+2,840
| +23% | +$177K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $697K | Sell |
12,124
-2,200
| -15% | -$132K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $844K | Buy |
14,324
+2,252
| +19% | +$160K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $670K | Buy |
12,072
+1,060
| +10% | +$68.6K | ﹤0.01% | 1152 |
|
|
2022
Q1 | $799K | Buy |
11,012
+194
| +2% | +$14.7K | ﹤0.01% | 1089 |
|
|
2021
Q4 | $915K | Buy |
10,818
+262
| +2% | +$24.4K | ﹤0.01% | 995 |
|
|
2021
Q3 | $936K | Sell |
10,556
-298
| -3% | -$25.2K | ﹤0.01% | 978 |
|
|
2021
Q2 | $866K | Sell |
10,854
-1,242
| -10% | -$106K | ﹤0.01% | 1002 |
|
|
2021
Q1 | $1.08M | Buy |
+12,096
| New | +$817K | ﹤0.01% | 985 |
|
|
2018
Q4 | – | Sell |
-6,688
| Closed | -$220K | – | 2126 |
|
|
2018
Q3 | $220K | Buy |
+6,688
| New | +$212K | ﹤0.01% | 1615 |
|
|
2017
Q3 | – | Sell |
-1,050
| Closed | -$25K | – | 3728 |
|
|
2017
Q2 | $25K | Sell |
1,050
-3,120
| -75% | -$79.6K | ﹤0.01% | 3033 |
|
|
2017
Q1 | $112K | Buy |
4,170
+152
| +4% | +$3.7K | ﹤0.01% | 1877 |
|
|
2016
Q4 | $97K | Buy |
4,018
+1,654
| +70% | +$42.2K | ﹤0.01% | 1894 |
|
|
2016
Q3 | $60K | Buy |
2,364
+680
| +40% | +$17.8K | ﹤0.01% | 2220 |
|
|
2016
Q2 | $44K | Buy |
1,684
+200
| +13% | +$5.48K | ﹤0.01% | 2228 |
|
|
2016
Q1 | $41K | Buy |
1,484
+438
| +42% | +$11.9K | ﹤0.01% | 2236 |
|
|
2015
Q4 | $31K | Buy |
1,046
+82
| +9% | +$2.81K | ﹤0.01% | 2509 |
|
|
2015
Q3 | $37K | Buy |
+964
| New | +$39.2K | ﹤0.01% | 2279 |
|
|
2015
Q2 | – | Sell |
-666
| Closed | -$27K | – | 3036 |
|
|
2015
Q1 | $27K | Sell |
666
-104
| -14% | -$4.12K | ﹤0.01% | 2487 |
|
|
2014
Q4 | $29K | Sell |
770
-48
| -6% | -$1.66K | ﹤0.01% | 2383 |
|
|
2014
Q3 | $27K | Buy |
818
+528
| +182% | +$18.3K | ﹤0.01% | 2334 |
|
|
2014
Q2 | $10K | Hold |
290
| – | – | ﹤0.01% | 2885 |
|
|
2014
Q1 | $10K | Buy |
+290
| New | +$8.45K | ﹤0.01% | 2764 |
|
Other funds holding WSM
VCM
BC
VPM
Creative Planning's WSM Position: Q1 2026 in Review
Creative Planning increased its Williams-Sonoma (WSM) stake by 50% in Q1 2026, buying an estimated $3.91M and bringing the position to 58,572 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #664.
Creative Planning first reported a position in WSM in Q1 2014 and has held it in 35 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.
- Creative Planning held 58,572 shares of Williams-Sonoma worth $10.7M as of Q1 2026.
- Creative Planning bought 19,559 Williams-Sonoma shares in Q1 2026, an estimated $3.91M.
- Williams-Sonoma made up 0.01% of Creative Planning's portfolio in Q1 2026, its #664 holding.
- Creative Planning first reported a position in Williams-Sonoma in Q1 2014 and has held it in 35 quarters since.
- 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.