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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's WSM Position: Q1 2026 in Review

Sigma Planning Corp reduced its Williams-Sonoma (WSM) stake by 0.05% in Q1 2026, selling an estimated $200 and leaving 1,882 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #995.

Sigma Planning Corp first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Sigma Planning Corp held 1,882 shares of Williams-Sonoma worth $343K as of Q1 2026.
Sigma Planning Corp sold 1 Williams-Sonoma share in Q1 2026, an estimated $200.
Williams-Sonoma made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #995 holding.
Sigma Planning Corp first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
Sigma Planning Corp's Williams-Sonoma position peaked at $388K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.