SWM
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SHP Wealth Management’s Williams-Sonoma WSM Stock Holding History

SHP Wealth 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 		$14.2K Buy
61
+51
+510% +$10.1K ﹤0.01% 870
2026
Q1 		$1.82K Buy
10
+9
+900% +$1.8K ﹤0.01% 1304
2025
Q4 		$179 Buy
+1
New +$187 ﹤0.01% 1472

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 $3.38T AUM 44.17% 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

SHP Wealth Management's WSM Position: Q2 2026 in Review

SHP Wealth Management increased its Williams-Sonoma (WSM) stake by 510% in Q2 2026, buying an estimated $10.1K and bringing the position to 61 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

SHP Wealth Management first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • SHP Wealth Management held 61 shares of Williams-Sonoma worth $14.2K as of Q2 2026.
  • SHP Wealth Management bought 51 Williams-Sonoma shares in Q2 2026, an estimated $10.1K.
  • Williams-Sonoma made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #870 holding.
  • SHP Wealth Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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