Sigma Planning Corp
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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
Q3 		$216K Sell
950
-616
-39% -$142K 0.01% 1220
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Sigma Planning Corp's WSM Position: Q3 2026 in Review

Sigma Planning Corp reduced its Williams-Sonoma (WSM) stake by 39% in Q3 2026, selling an estimated $142K and leaving 950 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1220.

Sigma Planning Corp first reported a position in WSM in Q1 2024 and has held it in 11 quarters since. The position peaked at $388K in Q3 2025. 353 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Sigma Planning Corp held 950 shares of Williams-Sonoma worth $216K as of Q3 2026.
  • Sigma Planning Corp sold 616 Williams-Sonoma shares in Q3 2026, an estimated $142K.
  • Williams-Sonoma made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1220 holding.
  • Sigma Planning Corp first reported a position in Williams-Sonoma in Q1 2024 and has held it in 11 quarters since.
  • Sigma Planning Corp's Williams-Sonoma position peaked at $388K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.