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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
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

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

Ignite Planners's WSM Position: Q2 2026 in Review

Ignite Planners held its Williams-Sonoma (WSM) position steady in Q2 2026 at 3,094 shares worth $721K. The position accounts for 0.1% of the portfolio, ranked #203.

Ignite Planners first reported a position in WSM in Q3 2023 and has held it in 12 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Ignite Planners held 3,094 shares of Williams-Sonoma worth $721K as of Q2 2026.
  • Ignite Planners left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.1% of Ignite Planners's portfolio in Q2 2026, its #203 holding.
  • Ignite Planners first reported a position in Williams-Sonoma in Q3 2023 and has held it in 12 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.