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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
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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Planned Solutions's WSM Position: Q2 2026 in Review

Planned Solutions opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,040 shares worth $242K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings. This is a return to the name: Planned Solutions previously reported a position in WSM as recently as Q3 2025.

Planned Solutions first reported a position in WSM in Q4 2023 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Planned Solutions held 1,040 shares of Williams-Sonoma worth $242K as of Q2 2026.
  • Williams-Sonoma was a new Planned Solutions position in Q2 2026.
  • Williams-Sonoma made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #134 holding.
  • Planned Solutions first reported a position in Williams-Sonoma in Q4 2023 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.