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

Palumbo 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	–	Sell	-13,676	Closed	-$2.49M	–	248
2026 Q1	$2.49M	Sell	13,676 -12,362	-47%	-$2.47M	0.61%	37
2025 Q4	$4.65M	Buy	26,038 +2,435	+10%	+$456K	1.15%	19
2025 Q3	$4.61M	Buy	+23,603	New	+$4.51M	1.47%	19

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

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

Palumbo Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 13,676 shares — an estimated $2.49M sold.

Palumbo Wealth Management first reported a position in WSM in Q3 2025 and held it in 3 quarters. The position peaked at $4.65M in Q4 2025. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Palumbo Wealth Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Palumbo Wealth Management sold 13,676 Williams-Sonoma shares in Q2 2026, an estimated $2.49M.
Palumbo Wealth Management first reported a position in Williams-Sonoma in Q3 2025 and held it in 3 quarters.
Palumbo Wealth Management's Williams-Sonoma position peaked at $4.65M in Q4 2025.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.