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 Q3	$379K	Hold	1,628	–	–	0.06%	260
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%	+$3.86K	0.2%	105
2024 Q4	$842K	Buy	+4,545	New	+$721K	0.21%	87

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

PKS Advisory Services's WSM Position: Q3 2026 in Review

PKS Advisory Services held its Williams-Sonoma (WSM) position steady in Q3 2026 at 1,628 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #260.

PKS Advisory Services first reported a position in WSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $884K in Q3 2025. 357 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

PKS Advisory Services held 1,628 shares of Williams-Sonoma worth $379K as of Q3 2026.
PKS Advisory Services left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up 0.06% of PKS Advisory Services's portfolio in Q3 2026, its #260 holding.
PKS Advisory Services first reported a position in Williams-Sonoma in Q4 2024 and has held it in 8 quarters since.
PKS Advisory Services's Williams-Sonoma position peaked at $884K in Q3 2025.
357 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.