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

Private Wealth Management Group’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 		$21K Hold
90
– – ﹤0.01% 372
2026
Q1 		$16.4K Hold
90
– – ﹤0.01% 380
2025
Q4 		$16.1K Hold
90
– – ﹤0.01% 377
2025
Q3 		$17.6K Hold
90
– – ﹤0.01% 365
2025
Q2 		$14.7K Hold
90
– – ﹤0.01% 382
2025
Q1 		$14.2K Sell
90
-3
-3% -$580 0.01% 377
2024
Q4 		$17.2K Buy
93
+3
+3% +$476 0.01% 339
2024
Q3 		$13.9K Hold
90
– – 0.01% 370
2024
Q2 		$12.7K Hold
90
– – 0.01% 384
2024
Q1 		$14.3K Hold
90
– – 0.01% 335
2023
Q4 		$9.08K Buy
+90
New +$7.79K ﹤0.01% 429

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 Management Group's WSM Position: Q2 2026 in Review

Private Wealth Management Group held its Williams-Sonoma (WSM) position steady in Q2 2026 at 90 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Private Wealth Management Group first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Private Wealth Management Group held 90 shares of Williams-Sonoma worth $21K as of Q2 2026.
  • Private Wealth Management Group left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #372 holding.
  • Private Wealth Management Group first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.