Planned Solutions’s Williams-Sonoma WSM Stock Holding History

Planned Solutions’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	$237K	Hold	1,040	–	–	0.06%	136
2026 Q2	$242K	Buy	+1,040	New	+$206K	0.07%	134
2025 Q4	–	Sell	-1,040	Closed	-$203K	–	146
2025 Q3	$203K	Buy	+1,040	New	+$199K	0.07%	136
2025 Q1	–	Sell	-1,200	Closed	-$222K	–	121
2024 Q4	$222K	Buy	1,200 +240	+25%	+$38.1K	0.09%	101
2024 Q3	$149K	Buy	+960	New	+$138K	0.06%	146
2024 Q1	–	Sell	-960	Closed	-$96.9K	–	561
2023 Q4	$96.9K	Buy	+960	New	+$83.1K	0.05%	190

Other funds holding WSM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Planned Solutions's WSM Position: Q3 2026 in Review

Planned Solutions held its Williams-Sonoma (WSM) position steady in Q3 2026 at 1,040 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #136.

Planned Solutions first reported a position in WSM in Q4 2023 and has held it in 6 quarters since. The position peaked at $242K in Q2 2026. 144 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Planned Solutions held 1,040 shares of Williams-Sonoma worth $237K as of Q3 2026.
Planned Solutions left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #136 holding.
Planned Solutions first reported a position in Williams-Sonoma in Q4 2023 and has held it in 6 quarters since.
Planned Solutions's Williams-Sonoma position peaked at $242K in Q2 2026.
144 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.