Simplicity Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Other funds holding WSM
BC
Simplicity Wealth's WSM Position: Q2 2026 in Review
Simplicity Wealth opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,069 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in WSM as recently as Q2 2024.
Simplicity Wealth first reported a position in WSM in Q1 2024 and has held it in 3 quarters since. The position peaked at $381K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Simplicity Wealth held 1,069 shares of Williams-Sonoma worth $249K as of Q2 2026.
- Williams-Sonoma was a new Simplicity Wealth position in Q2 2026.
- Williams-Sonoma made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #909 holding.
- Simplicity Wealth first reported a position in Williams-Sonoma in Q1 2024 and has held it in 3 quarters since.
- Simplicity Wealth's Williams-Sonoma position peaked at $381K in Q1 2024.
- 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.