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Plan Group Financial’s Williams-Sonoma WSM Stock Holding History

Plan Group Financial’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 		$255K Hold
1,400
– – 0.06% 188
2025
Q4 		$250K Hold
1,400
– – 0.06% 169
2025
Q3 		$274K Sell
1,400
-23
-2% -$4.4K 0.07% 148
2025
Q2 		$232K Buy
1,423
+23
+2% +$3.61K 0.08% 139
2025
Q1 		$221K Buy
+1,400
New +$271K 0.08% 135

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

Plan Group Financial's WSM Position: Q1 2026 in Review

Plan Group Financial held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,400 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #188.

Plan Group Financial first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Plan Group Financial held 1,400 shares of Williams-Sonoma worth $255K as of Q1 2026.
  • Plan Group Financial left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #188 holding.
  • Plan Group Financial first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Williams-Sonoma position peaked at $274K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.