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 Q2	$240K	Buy	+1,077	New	+$213K	0.18%	187
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 $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

Phillips Wealth Planners's WSM Position: Q2 2026 in Review

Phillips Wealth Planners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,077 shares worth $240K. The stake represents 0.18% of the portfolio and ranks #187 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in WSM as recently as Q4 2025.

Phillips Wealth Planners first reported a position in WSM in Q4 2023 and has held it in 9 quarters since. The position peaked at $305K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Phillips Wealth Planners held 1,077 shares of Williams-Sonoma worth $240K as of Q2 2026.
Williams-Sonoma was a new Phillips Wealth Planners position in Q2 2026.
Williams-Sonoma made up 0.18% of Phillips Wealth Planners's portfolio in Q2 2026, its #187 holding.
Phillips Wealth Planners first reported a position in Williams-Sonoma in Q4 2023 and has held it in 9 quarters since.
Phillips Wealth Planners's Williams-Sonoma position peaked at $305K in Q4 2024.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.