PWM
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Paulson Wealth Management’s Williams-Sonoma WSM Stock Holding History

Paulson 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 		$373K Hold
1,602
– – 0.08% 98
2026
Q1 		$292K Hold
1,602
– – 0.07% 107
2025
Q4 		$286K Sell
1,602
-200
-11% -$37.5K 0.07% 113
2025
Q3 		$352K Hold
1,802
– – 0.08% 100
2025
Q2 		$294K Sell
1,802
-11
-0.6% -$1.73K 0.08% 115
2025
Q1 		$287K Buy
1,813
+40
+2% +$7.73K 0.08% 110
2024
Q4 		$328K Buy
1,773
+48
+3% +$7.62K 0.09% 103
2024
Q3 		$267K Buy
1,725
+9
+0.5% +$1.29K 0.07% 125
2024
Q2 		$242K Hold
1,716
– – 0.07% 124
2024
Q1 		$272K Buy
+1,716
New +$199K 0.08% 116

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

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

Paulson Wealth Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,602 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #98.

Paulson 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.

  • Paulson Wealth Management held 1,602 shares of Williams-Sonoma worth $373K as of Q2 2026.
  • Paulson Wealth Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.08% of Paulson Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Paulson 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 Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.