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Spartan Wealth Advisory Services LLC’s Williams-Sonoma WSM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.21M Sell
5,205
-64
-1% -$12.7K 0.1% 152
2026
Q1 		$961K Buy
+5,269
New +$1.05M 0.08% 155

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

Spartan Wealth Advisory Services LLC's WSM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 5,205 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #152.

Spartan Wealth Advisory Services LLC first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 938 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 5,205 shares of Williams-Sonoma worth $1.21M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 64 Williams-Sonoma shares in Q2 2026, an estimated $12.7K.
  • Williams-Sonoma made up 0.1% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #152 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 938 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.