1834 Investment Advisors’s Williams-Sonoma WSM Stock Holding History

1834 Investment Advisors’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	$1.38M	Sell	5,928 -617	-9%	-$122K	0.16%	108
2026 Q1	$1.19M	Sell	6,545 -664	-9%	-$133K	0.15%	105
2025 Q4	$1.29M	Sell	7,209 -100	-1%	-$18.7K	0.16%	102
2025 Q3	$1.43M	Sell	7,309 -685	-9%	-$131K	0.18%	92
2025 Q2	$1.31M	Sell	7,994 -623	-7%	-$97.8K	0.17%	99
2025 Q1	$1.36M	Sell	8,617 -4,806	-36%	-$929K	0.18%	90
2024 Q4	$2.49M	Sell	13,423 -2,155	-14%	-$342K	0.31%	74
2024 Q3	$2.41M	Sell	15,578 -10,806	-41%	-$1.55M	0.28%	80
2024 Q2	$3.73M	Sell	26,384 -24,338	-48%	-$3.63M	0.45%	65
2024 Q1	$8.05M	Sell	50,722 -18,960	-27%	-$2.2M	0.96%	27
2023 Q4	$7.03M	Sell	69,682 -2,042	-3%	-$177K	0.84%	34
2023 Q3	$5.57M	Buy	71,724 +55,730	+348%	+$3.84M	0.69%	41
2023 Q2	$1M	Buy	15,994 +6,130	+62%	+$365K	0.12%	122
2023 Q1	$600K	Buy	+9,864	New	+$616K	0.07%	159

Other funds holding WSM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

MCM

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

1834 Investment Advisors's WSM Position: Q2 2026 in Review

1834 Investment Advisors reduced its Williams-Sonoma (WSM) stake by 9.4% in Q2 2026, selling an estimated $122K and leaving 5,928 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #108.

1834 Investment Advisors first reported a position in WSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.05M in Q1 2024. 384 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

1834 Investment Advisors held 5,928 shares of Williams-Sonoma worth $1.38M as of Q2 2026.
1834 Investment Advisors sold 617 Williams-Sonoma shares in Q2 2026, an estimated $122K.
Williams-Sonoma made up 0.16% of 1834 Investment Advisors's portfolio in Q2 2026, its #108 holding.
1834 Investment Advisors first reported a position in Williams-Sonoma in Q1 2023 and has held it in 14 quarters since.
1834 Investment Advisors's Williams-Sonoma position peaked at $8.05M in Q1 2024.
384 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.