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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's WSM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Williams-Sonoma (WSM) stake by 2.7% in Q2 2026, buying an estimated $1.78K and bringing the position to 347 shares worth $80.9K. The position accounts for 0.01% of the portfolio, ranked #987.

Pinnacle Wealth Planning Services first reported a position in WSM in Q4 2020 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 347 shares of Williams-Sonoma worth $80.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Williams-Sonoma shares in Q2 2026, an estimated $1.78K.
  • Williams-Sonoma made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #987 holding.
  • Pinnacle Wealth Planning Services first reported a position in Williams-Sonoma in Q4 2020 and has held it in 4 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.