MWM
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Modern Wealth Management’s Williams-Sonoma WSM Stock Holding History

Modern 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 		$1.7M Sell
7,291
-679
-9% -$135K 0.02% 418
2026
Q1 		$1.44M Sell
7,970
-306
-4% -$61.1K 0.02% 351
2025
Q4 		$1.48M Sell
8,276
-34
-0.4% -$6.37K 0.03% 346
2025
Q3 		$1.62M Buy
8,310
+1,016
+14% +$194K 0.03% 318
2025
Q2 		$1.19M Sell
7,294
-989
-12% -$155K 0.03% 335
2025
Q1 		$1.31M Buy
8,283
+3,206
+63% +$620K 0.04% 268
2024
Q4 		$940K Sell
5,077
-59
-1% -$9.36K 0.04% 262
2024
Q3 		$796K Buy
5,136
+136
+3% +$19.5K 0.05% 191
2024
Q2 		$706K Sell
5,000
-292
-6% -$43.5K 0.05% 170
2024
Q1 		$840K Buy
+5,292
New +$614K 0.08% 130

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

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

Modern Wealth Management reduced its Williams-Sonoma (WSM) stake by 8.5% in Q2 2026, selling an estimated $135K and leaving 7,291 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #418.

Modern Wealth Management first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Modern Wealth Management held 7,291 shares of Williams-Sonoma worth $1.7M as of Q2 2026.
  • Modern Wealth Management sold 679 Williams-Sonoma shares in Q2 2026, an estimated $135K.
  • Williams-Sonoma made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Modern Wealth Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.