Grant Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Grant Private 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	$437K	Sell	1,876 -112	-6%	-$22.2K	0.18%	100
2026 Q1	$362K	Sell	1,988 -314	-14%	-$62.7K	0.19%	106
2025 Q4	$411K	Sell	2,302 -10	-0.4%	-$1.87K	0.25%	87
2025 Q3	$452K	Buy	+2,312	New	+$442K	0.28%	76
2025 Q2	–	Sell	-2,452	Closed	-$388K	–	146
2025 Q1	$388K	Sell	2,452 -190	-7%	-$36.7K	0.42%	69
2024 Q4	$489K	Buy	+2,642	New	+$419K	0.53%	47

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

Grant Private Wealth Management's WSM Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Williams-Sonoma (WSM) stake by 5.6% in Q2 2026, selling an estimated $22.2K and leaving 1,876 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #100.

Grant Private Wealth Management first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $489K in Q4 2024. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Grant Private Wealth Management held 1,876 shares of Williams-Sonoma worth $437K as of Q2 2026.
Grant Private Wealth Management sold 112 Williams-Sonoma shares in Q2 2026, an estimated $22.2K.
Williams-Sonoma made up 0.18% of Grant Private Wealth Management's portfolio in Q2 2026, its #100 holding.
Grant Private Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Williams-Sonoma position peaked at $489K in Q4 2024.
128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.