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Sigma Planning Corp’s Williams-Sonoma WSM Stock Holding History

Sigma Planning Corp’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 		$365K Sell
1,566
-316
-17% -$62.6K 0.01% 1050
2026
Q1 		$343K Sell
1,882
-1
-0.1% -$200 0.01% 995
2025
Q4 		$336K Sell
1,883
-104
-5% -$19.5K 0.01% 968
2025
Q3 		$388K Buy
1,987
+5
+0.3% +$956 0.01% 917
2025
Q2 		$324K Sell
1,982
-40
-2% -$6.28K 0.01% 961
2025
Q1 		$320K Buy
2,022
+96
+5% +$18.6K 0.01% 923
2024
Q4 		$357K Sell
1,926
-10
-0.5% -$1.59K 0.01% 868
2024
Q3 		$300K Sell
1,936
-344
-15% -$49.3K 0.01% 951
2024
Q2 		$322K Buy
2,280
+4
+0.2% +$596 0.01% 898
2024
Q1 		$362K Buy
+2,276
New +$264K 0.01% 883

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

Sigma Planning Corp's WSM Position: Q2 2026 in Review

Sigma Planning Corp reduced its Williams-Sonoma (WSM) stake by 17% in Q2 2026, selling an estimated $62.6K and leaving 1,566 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #1050.

Sigma Planning Corp first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $388K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sigma Planning Corp held 1,566 shares of Williams-Sonoma worth $365K as of Q2 2026.
  • Sigma Planning Corp sold 316 Williams-Sonoma shares in Q2 2026, an estimated $62.6K.
  • Williams-Sonoma made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1050 holding.
  • Sigma Planning Corp first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • Sigma Planning Corp's Williams-Sonoma position peaked at $388K in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.