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Spire Wealth Management’s Williams-Sonoma WSM Stock Holding History

Spire Wealth Management’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 		$650K Buy
2,788
+434
+18% +$86K 0.02% 495
2026
Q1 		$429K Buy
2,354
+1,650
+234% +$329K 0.01% 583
2025
Q4 		$126K Sell
704
-667
-49% -$125K ﹤0.01% 925
2025
Q3 		$268K Buy
1,371
+541
+65% +$103K 0.01% 705
2025
Q2 		$121K Sell
830
-260
-24% -$40.8K ﹤0.01% 914
2025
Q1 		$172K Sell
1,090
-6
-0.5% -$1.16K 0.01% 857
2024
Q4 		$203K Buy
1,096
+399
+57% +$63.3K 0.01% 813
2024
Q3 		$108K Sell
697
-105
-13% -$15.1K ﹤0.01% 891
2024
Q2 		$113K Sell
802
-750
-48% -$112K ﹤0.01% 859
2024
Q1 		$247K Sell
1,552
-270
-15% -$31.3K ﹤0.01% 719
2023
Q4 		$188K Buy
1,822
+10
+0.6% +$866 0.01% 779
2023
Q3 		$141K Buy
1,812
+1,154
+175% +$79.5K 0.01% 823
2023
Q2 		$41.2K Sell
658
-4
-0.6% -$238 ﹤0.01% 1280
2023
Q1 		$40.3K Hold
662
– – ﹤0.01% 1286
2022
Q4 		$38K Sell
662
-10
-1% -$600 ﹤0.01% 1091
2022
Q3 		$40K Sell
672
-22
-3% -$1.56K ﹤0.01% 1037
2022
Q2 		$39K Sell
694
-694
-50% -$44.9K ﹤0.01% 1401
2022
Q1 		$101K Sell
1,388
-236
-15% -$17.9K ﹤0.01% 1161
2021
Q4 		$137K Buy
1,624
+238
+17% +$22.2K ﹤0.01% 1275
2021
Q3 		$123K Sell
1,386
-2
-0.1% -$169 ﹤0.01% 1124
2021
Q2 		$111K Buy
1,388
+2
+0.1% +$170 ﹤0.01% 1155
2021
Q1 		$124K Buy
+1,386
New +$93.6K ﹤0.01% 1298

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

Spire Wealth Management's WSM Position: Q2 2026 in Review

Spire Wealth Management increased its Williams-Sonoma (WSM) stake by 18% in Q2 2026, buying an estimated $86K and bringing the position to 2,788 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #495.

Spire Wealth Management first reported a position in WSM in Q1 2021 and has held it in 22 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Spire Wealth Management held 2,788 shares of Williams-Sonoma worth $650K as of Q2 2026.
  • Spire Wealth Management bought 434 Williams-Sonoma shares in Q2 2026, an estimated $86K.
  • Williams-Sonoma made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Spire Wealth Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 22 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.