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PKS Advisory Services’s Williams-Sonoma WSM Stock Holding History

PKS Advisory 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 		$767K Sell
4,205
-20
-0.5% -$3.99K 0.18% 118
2025
Q4 		$755K Sell
4,225
-300
-7% -$56.2K 0.17% 115
2025
Q3 		$884K Hold
4,525
– – 0.18% 102
2025
Q2 		$739K Sell
4,525
-40
-0.9% -$6.28K 0.18% 109
2025
Q1 		$722K Buy
4,565
+20
+0.4% +$3.87K 0.2% 105
2024
Q4 		$842K Buy
+4,545
New +$721K 0.21% 87

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

PKS Advisory Services's WSM Position: Q1 2026 in Review

PKS Advisory Services reduced its Williams-Sonoma (WSM) stake by 0.47% in Q1 2026, selling an estimated $3.99K and leaving 4,205 shares worth $767K. The position accounts for 0.18% of the portfolio, ranked #118.

PKS Advisory Services first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $884K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • PKS Advisory Services held 4,205 shares of Williams-Sonoma worth $767K as of Q1 2026.
  • PKS Advisory Services sold 20 Williams-Sonoma shares in Q1 2026, an estimated $3.99K.
  • Williams-Sonoma made up 0.18% of PKS Advisory Services's portfolio in Q1 2026, its #118 holding.
  • PKS Advisory Services first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Williams-Sonoma position peaked at $884K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.