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

Mission 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	$578K	Buy	2,481 +507	+26%	+$100K	0.01%	635
2026 Q1	$360K	Buy	+1,974	New	+$394K	0.01%	570
2015 Q3	–	Sell	-16,000	Closed	-$638K	–	156
2015 Q2	$638K	Buy	+16,000	New	+$626K	0.22%	55

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mission Wealth Management increased its Williams-Sonoma (WSM) stake by 26% in Q2 2026, buying an estimated $100K and bringing the position to 2,481 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #635.

Mission Wealth Management first reported a position in WSM in Q2 2015 and has held it in 3 quarters since. The position peaked at $638K in Q2 2015. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Mission Wealth Management held 2,481 shares of Williams-Sonoma worth $578K as of Q2 2026.
Mission Wealth Management bought 507 Williams-Sonoma shares in Q2 2026, an estimated $100K.
Williams-Sonoma made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #635 holding.
Mission Wealth Management first reported a position in Williams-Sonoma in Q2 2015 and has held it in 3 quarters since.
Mission Wealth Management's Williams-Sonoma position peaked at $638K in Q2 2015.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.