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Golden State Wealth Management’s Williams-Sonoma WSM Stock Holding History

Golden State Wealth Management’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 		$25.9K Buy
111
+1
+0.9% +$198 ﹤0.01% 894
2026
Q1 		$20.2K Hold
110
– – ﹤0.01% 909
2025
Q4 		$19.7K Hold
110
– – ﹤0.01% 923
2025
Q3 		$21.5K Hold
110
– – ﹤0.01% 897
2025
Q2 		$18K Hold
110
– – ﹤0.01% 916
2025
Q1 		$17.4K Hold
110
– – ﹤0.01% 838
2024
Q4 		$20.4K Buy
+110
New +$17.5K ﹤0.01% 762

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's WSM Position: Q2 2026 in Review

Golden State Wealth Management increased its Williams-Sonoma (WSM) stake by 0.91% in Q2 2026, buying an estimated $198 and bringing the position to 111 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Golden State Wealth Management first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Golden State Wealth Management held 111 shares of Williams-Sonoma worth $25.9K as of Q2 2026.
  • Golden State Wealth Management bought 1 Williams-Sonoma share in Q2 2026, an estimated $198.
  • Williams-Sonoma made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #894 holding.
  • Golden State Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.