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Albion Financial Group’s Williams-Sonoma WSM Stock Holding History

Albion Financial Group’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 		$2.16M Sell
9,272
-214
-2% -$42.4K 0.13% 84
2026
Q1 		$1.73M Buy
9,486
+941
+11% +$188K 0.11% 82
2025
Q4 		$1.53M Sell
8,545
-197
-2% -$36.9K 0.1% 90
2025
Q3 		$1.71M Sell
8,742
-97
-1% -$18.5K 0.1% 86
2025
Q2 		$1.44M Buy
8,839
+198
+2% +$31.1K 0.09% 93
2025
Q1 		$1.37M Sell
8,641
-3,161
-27% -$611K 0.1% 102
2024
Q4 		$2.19M Buy
11,802
+318
+3% +$50.5K 0.15% 82
2024
Q3 		$1.78M Sell
11,484
-82
-0.7% -$11.8K 0.12% 88
2024
Q2 		$1.63M Buy
11,566
+106
+0.9% +$15.8K 0.12% 84
2024
Q1 		$1.82M Sell
11,460
-6,500
-36% -$755K 0.14% 78
2023
Q4 		$1.81M Sell
17,960
-214
-1% -$18.5K 0.15% 78
2023
Q3 		$1.41M Buy
18,174
+4,760
+35% +$328K 0.13% 85
2023
Q2 		$839K Sell
13,414
-4,786
-26% -$285K 0.07% 118
2023
Q1 		$1.11M Buy
18,200
+1,192
+7% +$74.4K 0.1% 105
2022
Q4 		$977K Sell
17,008
-288
-2% -$17.3K 0.09% 103
2022
Q3 		$1.02M Buy
17,296
+260
+2% +$18.5K 0.11% 100
2022
Q2 		$945K Buy
17,036
+834
+5% +$53.9K 0.09% 108
2022
Q1 		$1.18M Sell
16,202
-16
-0.1% -$1.21K 0.1% 105
2021
Q4 		$1.37M Buy
16,218
+158
+1% +$14.7K 0.11% 104
2021
Q3 		$1.42M Buy
16,060
+232
+1% +$19.6K 0.12% 103
2021
Q2 		$1.26M Buy
+15,828
New +$1.35M 0.11% 110
2020
Q4 		$459K Buy
9,012
+3,678
+69% +$188K 0.05% 145
2020
Q3 		$241K Buy
5,334
+334
+7% +$14.8K 0.03% 196
2020
Q2 		$205K Buy
+5,000
New +$170K 0.02% 202

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

Albion Financial Group's WSM Position: Q2 2026 in Review

Albion Financial Group reduced its Williams-Sonoma (WSM) stake by 2.3% in Q2 2026, selling an estimated $42.4K and leaving 9,272 shares worth $2.16M. The position accounts for 0.13% of the portfolio, ranked #84.

Albion Financial Group first reported a position in WSM in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.19M in Q4 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Albion Financial Group held 9,272 shares of Williams-Sonoma worth $2.16M as of Q2 2026.
  • Albion Financial Group sold 214 Williams-Sonoma shares in Q2 2026, an estimated $42.4K.
  • Williams-Sonoma made up 0.13% of Albion Financial Group's portfolio in Q2 2026, its #84 holding.
  • Albion Financial Group first reported a position in Williams-Sonoma in Q2 2020 and has held it in 24 quarters since.
  • Albion Financial Group's Williams-Sonoma position peaked at $2.19M in Q4 2024.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.