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Pinnacle Wealth Planning Services’s Williams-Sonoma WSM Stock Holding History

Pinnacle Wealth Planning Services’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 		$61.6K Buy
338
+2
+0.6% +$399 0.01% 1077
2025
Q4 		$60K Buy
+336
New +$63K 0.01% 1077
2021
Q1 		– Sell
-280
Closed -$14K – 1965
2020
Q4 		$14K Buy
+280
New +$14.3K ﹤0.01% 1293

Other funds holding WSM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's WSM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Williams-Sonoma (WSM) stake by 0.6% in Q1 2026, buying an estimated $399 and bringing the position to 338 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #1077.

Pinnacle Wealth Planning Services first reported a position in WSM in Q4 2020 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 338 shares of Williams-Sonoma worth $61.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Williams-Sonoma shares in Q1 2026, an estimated $399.
  • Williams-Sonoma made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1077 holding.
  • Pinnacle Wealth Planning Services first reported a position in Williams-Sonoma in Q4 2020 and has held it in 3 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.