SWP
WSM icon

Significant Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Significant Wealth Partners’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 		$569K Buy
2,441
+29
+1% +$5.75K 0.62% 48
2026
Q1 		$440K Buy
+2,412
New +$482K 0.54% 51

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

Significant Wealth Partners's WSM Position: Q2 2026 in Review

Significant Wealth Partners increased its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, buying an estimated $5.75K and bringing the position to 2,441 shares worth $569K. The position accounts for 0.62% of the portfolio, ranked #48.

Significant Wealth Partners first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Significant Wealth Partners held 2,441 shares of Williams-Sonoma worth $569K as of Q2 2026.
  • Significant Wealth Partners bought 29 Williams-Sonoma shares in Q2 2026, an estimated $5.75K.
  • Williams-Sonoma made up 0.62% of Significant Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Significant Wealth Partners first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.