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Jeppson Wealth Management’s Williams-Sonoma WSM Stock Holding History

Jeppson 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 		$614K Sell
2,634
-49
-2% -$9.71K 0.18% 116
2026
Q1 		$489K Hold
2,683
– – 0.15% 127
2025
Q4 		$479K Hold
2,683
– – 0.15% 124
2025
Q3 		$524K Hold
2,683
– – 0.17% 117
2025
Q2 		$438K Sell
2,683
-260
-9% -$40.8K 0.15% 129
2025
Q1 		$465K Hold
2,943
– – 0.17% 121
2024
Q4 		$545K Sell
2,943
-81
-3% -$12.9K 0.2% 116
2024
Q3 		$468K Sell
3,024
-40
-1% -$5.74K 0.17% 125
2024
Q2 		$433K Sell
3,064
-6
-0.2% -$894 0.17% 122
2024
Q1 		$487K Sell
3,070
-56
-2% -$6.5K 0.19% 116
2023
Q4 		$315K Sell
3,126
-16
-0.5% -$1.39K 0.13% 151
2023
Q3 		$244K Buy
+3,142
New +$216K 0.11% 160
2023
Q2 		– Sell
-3,652
Closed -$222K – 207
2023
Q1 		$222K Buy
3,652
+54
+2% +$3.37K 0.1% 179
2022
Q4 		$207K Sell
3,598
-1,728
-32% -$104K 0.09% 189
2022
Q3 		$314K Buy
5,326
+124
+2% +$8.8K 0.14% 131
2022
Q2 		$289K Buy
+5,202
New +$337K 0.12% 143

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

Jeppson Wealth Management's WSM Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Williams-Sonoma (WSM) stake by 1.8% in Q2 2026, selling an estimated $9.71K and leaving 2,634 shares worth $614K. The position accounts for 0.18% of the portfolio, ranked #116.

Jeppson Wealth Management first reported a position in WSM in Q2 2022 and has held it in 16 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Jeppson Wealth Management held 2,634 shares of Williams-Sonoma worth $614K as of Q2 2026.
  • Jeppson Wealth Management sold 49 Williams-Sonoma shares in Q2 2026, an estimated $9.71K.
  • Williams-Sonoma made up 0.18% of Jeppson Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Jeppson Wealth Management first reported a position in Williams-Sonoma in Q2 2022 and has held it in 16 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.