Advisornet Financial’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$729 Sell
4
-411
-99% -$82.1K ﹤0.01% 2059
2025
Q4
$74.2K Buy
415
+1
+0.2% +$187 ﹤0.01% 922
2025
Q3
$80.9K Buy
414
+5
+1% +$956 ﹤0.01% 860
2025
Q2
$66.8K Sell
409
-103
-20% -$16.2K ﹤0.01% 898
2025
Q1
$80.9K Buy
512
+103
+25% +$19.9K 0.01% 788
2024
Q4
$75.7K Sell
409
-8
-2% -$1.27K 0.01% 755
2024
Q3
$64.7K Buy
417
+1
+0.2% +$143 ﹤0.01% 826
2024
Q2
$58.7K Sell
416
-220
-35% -$32.8K 0.01% 769
2024
Q1
$101K Sell
636
-310
-33% -$36K 0.01% 632
2023
Q4
$95.4K Buy
946
+10
+1% +$866 0.01% 656
2023
Q3
$72.8K Sell
936
-176
-16% -$12.1K 0.01% 693
2023
Q2
$69.5K Buy
1,112
+4
+0.4% +$238 0.01% 735
2023
Q1
$67.4K Sell
1,108
-58
-5% -$3.62K 0.01% 716
2022
Q4
$67K Sell
1,166
-934
-44% -$56.1K 0.01% 721
2022
Q3
$124K Buy
2,100
+236
+13% +$16.7K 0.01% 611
2022
Q2
$103K Sell
1,864
-786
-30% -$50.8K 0.01% 653
2022
Q1
$192K Sell
2,650
-160
-6% -$12.1K 0.01% 575
2021
Q4
$238K Sell
2,810
-88
-3% -$8.2K 0.01% 564
2021
Q3
$257K Buy
2,898
+260
+10% +$22K 0.02% 505
2021
Q2
$211K Buy
2,638
+2
+0.1% +$170 0.01% 581
2021
Q1
$236K Sell
2,636
-198
-7% -$13.4K 0.02% 514
2020
Q4
$144K Buy
2,834
+2
+0.1% +$102 0.01% 586
2020
Q3
$128K Buy
2,832
+2
+0.1% +$89 0.01% 608
2020
Q2
$116K Buy
2,830
+2
+0.1% +$68 0.01% 634
2020
Q1
$60K Buy
2,828
+4
+0.1% +$127 0.01% 745
2019
Q4
$104K Buy
2,824
+1,392
+97% +$48.4K 0.01% 670
2019
Q3
$49K Buy
1,432
+2
+0.1% +$66 ﹤0.01% 918
2019
Q2
$46K Buy
1,430
+4
+0.3% +$115 0.01% 831
2019
Q1
$40K Buy
1,426
+4
+0.3% +$110 ﹤0.01% 796
2018
Q4
$36K Buy
1,422
+4
+0.3% +$114 0.01% 769
2018
Q3
$47K Buy
1,418
+2
+0.1% +$63 0.01% 747
2018
Q2
$43K Buy
1,416
+984
+228% +$26.3K 0.01% 748
2018
Q1
$11K Sell
432
-196
-31% -$5.18K ﹤0.01% 1080
2017
Q4
$16K Buy
+628
New +$16K ﹤0.01% 918

Other funds holding WSM

Advisornet Financial's WSM Position: Q1 2026 in Review

Advisornet Financial reduced its Williams-Sonoma (WSM) stake by 99% in Q1 2026, selling an estimated $82.1K and leaving 4 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Advisornet Financial first reported a position in WSM in Q4 2017 and has held it in 34 quarters since. The position peaked at $257K in Q3 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Advisornet Financial held 4 shares of Williams-Sonoma worth $729 as of Q1 2026.
  • Advisornet Financial sold 411 Williams-Sonoma shares in Q1 2026, an estimated $82.1K.
  • Williams-Sonoma made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2059 holding.
  • Advisornet Financial first reported a position in Williams-Sonoma in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's Williams-Sonoma position peaked at $257K in Q3 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.