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Retirement Wealth Solutions’s Williams-Sonoma WSM Stock Holding History

Retirement Wealth 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 		$4.9K Buy
21
+4
+24% +$793 ﹤0.01% 345
2026
Q1 		$3.1K Buy
17
+8
+89% +$1.6K ﹤0.01% 407
2025
Q4 		$1.61K Sell
9
-11
-55% -$2.06K ﹤0.01% 498
2025
Q3 		$3.91K Buy
+20
New +$3.82K ﹤0.01% 349

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

Retirement Wealth Solutions's WSM Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Williams-Sonoma (WSM) stake by 24% in Q2 2026, buying an estimated $793 and bringing the position to 21 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Retirement Wealth Solutions first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Retirement Wealth Solutions held 21 shares of Williams-Sonoma worth $4.9K as of Q2 2026.
  • Retirement Wealth Solutions bought 4 Williams-Sonoma shares in Q2 2026, an estimated $793.
  • Williams-Sonoma made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #345 holding.
  • Retirement Wealth Solutions first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.