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 Q3	$80.5K	Buy	353 +6	+2%	+$1.39K	0.01%	1000
2026 Q2	$80.9K	Buy	347 +9	+3%	+$1.78K	0.01%	987
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's WSM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Williams-Sonoma (WSM) stake by 1.7% in Q3 2026, buying an estimated $1.39K and bringing the position to 353 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #1000.

Pinnacle Wealth Planning Services first reported a position in WSM in Q4 2020 and has held it in 5 quarters since. The position peaked at $80.9K in Q2 2026. 335 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Pinnacle Wealth Planning Services held 353 shares of Williams-Sonoma worth $80.5K as of Q3 2026.
Pinnacle Wealth Planning Services bought 6 Williams-Sonoma shares in Q3 2026, an estimated $1.39K.
Williams-Sonoma made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1000 holding.
Pinnacle Wealth Planning Services first reported a position in Williams-Sonoma in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Williams-Sonoma position peaked at $80.9K in Q2 2026.
335 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.