Drucker Wealth 3.0’s Williams-Sonoma WSM Stock Holding History

Drucker Wealth 3.0’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	$1.16M	Sell	4,993 -183	-4%	-$36.3K	0.18%	102
2026 Q1	$944K	Buy	5,176 +630	+14%	+$126K	0.16%	113
2025 Q4	$812K	Buy	4,546 +869	+24%	+$163K	0.14%	121
2025 Q3	$719K	Buy	+3,677	New	+$703K	0.13%	129

Other funds holding WSM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Drucker Wealth 3.0's WSM Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Williams-Sonoma (WSM) stake by 3.5% in Q2 2026, selling an estimated $36.3K and leaving 4,993 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #102.

Drucker Wealth 3.0 first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Drucker Wealth 3.0 held 4,993 shares of Williams-Sonoma worth $1.16M as of Q2 2026.
Drucker Wealth 3.0 sold 183 Williams-Sonoma shares in Q2 2026, an estimated $36.3K.
Williams-Sonoma made up 0.18% of Drucker Wealth 3.0's portfolio in Q2 2026, its #102 holding.
Drucker Wealth 3.0 first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.