Financial Management Professionals’s Williams-Sonoma WSM Stock Holding History

Financial Management Professionals’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	$14.9K	Hold	64	–	–	﹤0.01%	508
2026 Q1	$11.7K	Buy	64 +4	+7%	+$799	﹤0.01%	507
2025 Q4	$10.7K	Hold	60	–	–	﹤0.01%	524
2025 Q3	$11.7K	Hold	60	–	–	﹤0.01%	501
2025 Q2	$9.8K	Buy	+60	New	+$9.42K	﹤0.01%	547
2025 Q1	–	Sell	-1	Closed	-$185	–	1050
2024 Q4	$185	Sell	1 -5	-83%	-$793	﹤0.01%	956
2024 Q3	$1K	Hold	6	–	–	﹤0.01%	908
2024 Q2	$1K	Hold	6	–	–	﹤0.01%	875
2024 Q1	$1K	Buy	+6	New	+$697	﹤0.01%	924
2023 Q2	–	Sell	-12	Closed	-$1K	–	1140
2023 Q1	$1K	Hold	12	–	–	﹤0.01%	965
2022 Q4	$1K	Hold	12	–	–	﹤0.01%	886
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	887
2022 Q2	$1K	Sell	12 -8	-40%	-$517	﹤0.01%	903
2022 Q1	$1K	Buy	+20	New	+$1.51K	﹤0.01%	985
2021 Q4	–	Sell	-16	Closed	-$1K	–	1109
2021 Q3	$1K	Buy	+16	New	+$1.35K	﹤0.01%	910

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Management Professionals's WSM Position: Q2 2026 in Review

Financial Management Professionals held its Williams-Sonoma (WSM) position steady in Q2 2026 at 64 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Financial Management Professionals first reported a position in WSM in Q3 2021 and has held it in 15 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Financial Management Professionals held 64 shares of Williams-Sonoma worth $14.9K as of Q2 2026.
Financial Management Professionals left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #508 holding.
Financial Management Professionals first reported a position in Williams-Sonoma in Q3 2021 and has held it in 15 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.