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Addison Advisors’s Williams-Sonoma WSM Stock Holding History

Addison 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 		$3.96K Sell
17
-28
-62% -$5.55K ﹤0.01% 514
2026
Q1 		$8.21K Buy
45
+3
+7% +$599 ﹤0.01% 681
2025
Q4 		$7.5K Buy
42
+19
+83% +$3.56K ﹤0.01% 657
2025
Q3 		$4.5K Buy
23
+11
+92% +$2.1K ﹤0.01% 716
2025
Q2 		$1.96K Buy
12
+7
+140% +$1.1K ﹤0.01% 782
2025
Q1 		$791 Sell
5
-12
-71% -$2.32K ﹤0.01% 786
2024
Q4 		$3.15K Buy
17
+5
+42% +$793 ﹤0.01% 717
2024
Q3 		$1.86K Buy
+12
New +$1.72K ﹤0.01% 743
2022
Q2 		– Sell
-62
Closed -$4K – 783
2022
Q1 		$4K Hold
62
– – ﹤0.01% 544
2021
Q4 		$5K Buy
+62
New +$5.78K ﹤0.01% 476

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

Addison Advisors's WSM Position: Q2 2026 in Review

Addison Advisors reduced its Williams-Sonoma (WSM) stake by 62% in Q2 2026, selling an estimated $5.55K and leaving 17 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Addison Advisors first reported a position in WSM in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.21K in Q1 2026. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Addison Advisors held 17 shares of Williams-Sonoma worth $3.96K as of Q2 2026.
  • Addison Advisors sold 28 Williams-Sonoma shares in Q2 2026, an estimated $5.55K.
  • Williams-Sonoma made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #514 holding.
  • Addison Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 10 quarters since.
  • Addison Advisors's Williams-Sonoma position peaked at $8.21K in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.