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 Q2	$379K	Sell	1,628 -2,577	-61%	-$511K	0.06%	261
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PKS Advisory Services's WSM Position: Q2 2026 in Review

PKS Advisory Services reduced its Williams-Sonoma (WSM) stake by 61% in Q2 2026, selling an estimated $511K and leaving 1,628 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #261.

PKS Advisory Services first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

PKS Advisory Services held 1,628 shares of Williams-Sonoma worth $379K as of Q2 2026.
PKS Advisory Services sold 2,577 Williams-Sonoma shares in Q2 2026, an estimated $511K.
Williams-Sonoma made up 0.06% of PKS Advisory Services's portfolio in Q2 2026, its #261 holding.
PKS Advisory Services first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Williams-Sonoma position peaked at $884K in Q3 2025.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.