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Private Wealth Asset Management’s Williams-Sonoma WSM Stock Holding History

Private Wealth Asset Management’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 		$347K Hold
1,490
– – 0.03% 217
2026
Q1 		$272K Sell
1,490
-400
-21% -$79.9K 0.03% 228
2025
Q4 		$338K Hold
1,890
– – 0.04% 207
2025
Q3 		$369K Sell
1,890
-75
-4% -$14.3K 0.04% 184
2025
Q2 		$321K Buy
1,965
+75
+4% +$11.8K 0.04% 192
2025
Q1 		$299K Buy
+1,890
New +$365K 0.04% 189

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

Private Wealth Asset Management's WSM Position: Q2 2026 in Review

Private Wealth Asset Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,490 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #217.

Private Wealth Asset Management first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $369K in Q3 2025. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Private Wealth Asset Management held 1,490 shares of Williams-Sonoma worth $347K as of Q2 2026.
  • Private Wealth Asset Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #217 holding.
  • Private Wealth Asset Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Williams-Sonoma position peaked at $369K in Q3 2025.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.