BFC Planning, Inc.’s Williams-Sonoma WSM Stock Holding History

BFC Planning, Inc.’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	$61.8K	Sell	265 -16	-6%	-$3.17K	﹤0.01%	1451
2026 Q1	$51.2K	Buy	281 +22	+8%	+$4.39K	﹤0.01%	1328
2025 Q4	$46.3K	Sell	259 -3	-1%	-$562	﹤0.01%	1403
2025 Q3	$51.2K	Sell	262 -22	-8%	-$4.2K	﹤0.01%	1176
2025 Q2	$46.4K	Buy	284 +168	+145%	+$26.4K	﹤0.01%	1158
2025 Q1	$18.3K	Buy	116 +10	+9%	+$1.93K	﹤0.01%	1504
2024 Q4	$19.6K	Buy	+106	New	+$16.8K	﹤0.01%	1463

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s WSM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Williams-Sonoma (WSM) stake by 5.7% in Q2 2026, selling an estimated $3.17K and leaving 265 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

BFC Planning, Inc. first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,009 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

BFC Planning, Inc. held 265 shares of Williams-Sonoma worth $61.8K as of Q2 2026.
BFC Planning, Inc. sold 16 Williams-Sonoma shares in Q2 2026, an estimated $3.17K.
Williams-Sonoma made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1451 holding.
BFC Planning, Inc. first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
1,009 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.