Principia Wealth Advisory’s Williams-Sonoma WSM Stock Holding History

Principia Wealth Advisory’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	$1.86K	Buy	8 +3	+60%	+$595	﹤0.01%	611
2026 Q1	$912	Buy	5 +1	+25%	+$200	﹤0.01%	728
2025 Q4	$714	Buy	4 +1	+33%	+$187	﹤0.01%	754
2025 Q3	$586	Hold	3	–	–	﹤0.01%	766
2025 Q2	$490	Sell	3 -3	-50%	-$471	﹤0.01%	738
2025 Q1	$950	Buy	6 +4	+200%	+$773	﹤0.01%	404
2024 Q4	$370	Buy	+2	New	+$317	﹤0.01%	627

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's WSM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Williams-Sonoma (WSM) stake by 60% in Q2 2026, buying an estimated $595 and bringing the position to 8 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Principia Wealth Advisory first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Principia Wealth Advisory held 8 shares of Williams-Sonoma worth $1.86K as of Q2 2026.
Principia Wealth Advisory bought 3 Williams-Sonoma shares in Q2 2026, an estimated $595.
Williams-Sonoma made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #611 holding.
Principia Wealth Advisory first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.