Phillips Wealth Planners’s Williams-Sonoma WSM Stock Holding History

Phillips Wealth Planners’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 Q1	–	Sell	-1,103	Closed	-$238K	–	226
2025 Q4	$238K	Sell	1,103 -116	-10%	-$21.7K	0.19%	171
2025 Q3	$239K	Buy	1,219 +12	+1%	+$2.29K	0.2%	176
2025 Q2	$204K	Buy	+1,207	New	+$189K	0.19%	187
2025 Q1	–	Sell	-1,548	Closed	-$305K	–	192
2024 Q4	$305K	Sell	1,548 -19	-1%	-$3.02K	0.3%	117
2024 Q3	$237K	Sell	1,567 -1,549	-50%	-$222K	0.23%	164
2024 Q2	$228K	Buy	3,116 +1,544	+98%	+$230K	0.24%	157
2024 Q1	$222K	Sell	1,572 -584	-27%	-$67.8K	0.26%	155
2023 Q4	$223K	Buy	+2,156	New	+$187K	0.27%	139

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phillips Wealth Planners's WSM Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,103 shares — an estimated $238K sold.

Phillips Wealth Planners first reported a position in WSM in Q4 2023 and held it in 8 quarters. The position peaked at $305K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Phillips Wealth Planners reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
Phillips Wealth Planners sold 1,103 Williams-Sonoma shares in Q1 2026, an estimated $238K.
Phillips Wealth Planners first reported a position in Williams-Sonoma in Q4 2023 and held it in 8 quarters.
Phillips Wealth Planners's Williams-Sonoma position peaked at $305K in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.