JWM
WSM icon

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

JPL 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
Q1 		$6.2K Buy
+34
New +$6.79K ﹤0.01% 636
2025
Q4 		– Sell
-44
Closed -$8.6K – 1139
2025
Q3 		$8.6K Buy
+44
New +$8.41K ﹤0.01% 568

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JPL Wealth Management's WSM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Williams-Sonoma (WSM) in Q1 2026: 34 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WSM as recently as Q3 2025.

JPL Wealth Management first reported a position in WSM in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.6K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • JPL Wealth Management held 34 shares of Williams-Sonoma worth $6.2K as of Q1 2026.
  • Williams-Sonoma was a new JPL Wealth Management position in Q1 2026.
  • Williams-Sonoma made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #636 holding.
  • JPL Wealth Management first reported a position in Williams-Sonoma in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Williams-Sonoma position peaked at $8.6K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.