Ignite Planners’s Williams-Sonoma WSM Stock Holding History

Ignite 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 Q3	$705K	Hold	3,094	–	–	0.09%	228
2026 Q2	$721K	Hold	3,094	–	–	0.1%	203
2026 Q1	$564K	Hold	3,094	–	–	0.09%	227
2025 Q4	$633K	Hold	3,094	–	–	0.1%	214
2025 Q3	$605K	Hold	3,094	–	–	0.1%	195
2025 Q2	$527K	Buy	3,094 +2	+0.1%	+$314	0.09%	215
2025 Q1	$482K	Hold	3,092	–	–	0.09%	208
2024 Q4	$596K	Hold	3,092	–	–	0.13%	147
2024 Q3	$479K	Sell	3,092 -32	-1%	-$4.59K	0.11%	178
2024 Q2	$437K	Buy	3,124 +32	+1%	+$4.77K	0.11%	171
2024 Q1	$487K	Sell	3,092 -8	-0.3%	-$929	0.14%	158
2023 Q4	$315K	Hold	3,100	–	–	0.09%	208
2023 Q3	$234K	Buy	+3,100	New	+$214K	0.07%	276

Other funds holding WSM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ignite Planners's WSM Position: Q3 2026 in Review

Ignite Planners held its Williams-Sonoma (WSM) position steady in Q3 2026 at 3,094 shares worth $705K. The position accounts for 0.09% of the portfolio, ranked #228.

Ignite Planners first reported a position in WSM in Q3 2023 and has held it in 13 quarters since. The position peaked at $721K in Q2 2026. 250 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Ignite Planners held 3,094 shares of Williams-Sonoma worth $705K as of Q3 2026.
Ignite Planners left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up 0.09% of Ignite Planners's portfolio in Q3 2026, its #228 holding.
Ignite Planners first reported a position in Williams-Sonoma in Q3 2023 and has held it in 13 quarters since.
Ignite Planners's Williams-Sonoma position peaked at $721K in Q2 2026.
250 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.