PS
WSM icon

Planning Strategies’s Williams-Sonoma WSM Stock Holding History

Planning Strategies’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 		$233 Buy
+1
New +$198 ﹤0.01% 972

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's WSM Position: Q2 2026 in Review

Planning Strategies opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1 share worth $233. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings.

938 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Planning Strategies held 1 share of Williams-Sonoma worth $233 as of Q2 2026.
  • Williams-Sonoma was a new Planning Strategies position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #972 holding.
  • 938 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.