Planning Strategies Inc.’s Williams-Sonoma WSM Stock Holding History

Planning Strategies Inc.’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	$233	Buy	+1	New	+$198	﹤0.01%	972

Other funds holding WSM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Planning Strategies Inc.'s WSM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1 share worth $233. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings.

309 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Planning Strategies Inc. held 1 share of Williams-Sonoma worth $233 as of Q2 2026.
Williams-Sonoma was a new Planning Strategies Inc. position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #972 holding.
309 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.