Financial Life Planners’s Williams-Sonoma WSM Stock Holding History

Financial Life Planners’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	$3.07K	Hold	13	–	–	﹤0.01%	281
2026 Q1	$2.39K	Buy	+13	New	+$2.6K	﹤0.01%	298
2025 Q4	–	Sell	-13	Closed	-$2.54K	–	334
2025 Q3	$2.54K	Buy	+13	New	+$2.48K	﹤0.01%	294
2025 Q1	–	Sell	-13	Closed	-$2.38K	–	390
2024 Q4	$2.38K	Buy	+13	New	+$2.06K	﹤0.01%	325

Other funds holding WSM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

MCM

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

Financial Life Planners's WSM Position: Q2 2026 in Review

Financial Life Planners held its Williams-Sonoma (WSM) position steady in Q2 2026 at 13 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Financial Life Planners first reported a position in WSM in Q4 2024 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Financial Life Planners held 13 shares of Williams-Sonoma worth $3.07K as of Q2 2026.
Financial Life Planners left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #281 holding.
Financial Life Planners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 4 quarters since.
382 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.