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Key Financial Inc’s Williams-Sonoma WSM Stock Holding History

Key Financial Inc’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 		$14.5K Hold
62
– – ﹤0.01% 786
2026
Q1 		$11.3K Hold
62
– – ﹤0.01% 859
2025
Q4 		$11.1K Hold
62
– – ﹤0.01% 860
2025
Q3 		$12.1K Hold
62
– – ﹤0.01% 833
2025
Q2 		$10.1K Hold
62
– – ﹤0.01% 857
2025
Q1 		$9.8K Hold
62
– – ﹤0.01% 818
2024
Q4 		$11.5K Hold
62
– – ﹤0.01% 786
2024
Q3 		$9.61K Hold
62
– – ﹤0.01% 813
2024
Q2 		$8.75K Hold
62
– – ﹤0.01% 816
2024
Q1 		$9.84K Hold
62
– – ﹤0.01% 766
2023
Q4 		$6.25K Hold
62
– – ﹤0.01% 855
2023
Q3 		$4.82K Hold
62
– – ﹤0.01% 919
2023
Q2 		$3.88K Buy
+62
New +$3.69K ﹤0.01% 1026

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

Key Financial Inc's WSM Position: Q2 2026 in Review

Key Financial Inc held its Williams-Sonoma (WSM) position steady in Q2 2026 at 62 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Key Financial Inc first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Key Financial Inc held 62 shares of Williams-Sonoma worth $14.5K as of Q2 2026.
  • Key Financial Inc left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #786 holding.
  • Key Financial Inc first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.