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

Pinnacle 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
2025
Q2 		– Sell
-4,141
Closed -$655K – 67
2025
Q1 		$655K Buy
+4,141
New +$800K 0.74% 34

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Management's WSM Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 4,141 shares — an estimated $655K sold.

Pinnacle Wealth Management first reported a position in WSM in Q1 2025 and held it in 1 quarter. The position peaked at $655K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 4,141 Williams-Sonoma shares in Q2 2025, an estimated $655K.
  • Pinnacle Wealth Management first reported a position in Williams-Sonoma in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Williams-Sonoma position peaked at $655K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.