Allworth 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
Q2 | $247K | Sell |
1,061
-47
| -4% | -$9.31K | ﹤0.01% | 1364 |
|
|
2026
Q1 | $202K | Buy |
1,108
+45
| +4% | +$8.98K | ﹤0.01% | 1399 |
|
|
2025
Q4 | $190K | Buy |
1,063
+317
| +42% | +$59.4K | ﹤0.01% | 1366 |
|
|
2025
Q3 | $146K | Buy |
746
+68
| +10% | +$13K | ﹤0.01% | 1457 |
|
|
2025
Q2 | $111K | Buy |
678
+243
| +56% | +$38.2K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $65.8K | Sell |
435
-12
| -3% | -$2.32K | ﹤0.01% | 1426 |
|
|
2024
Q4 | $94.9K | Sell |
447
-19
| -4% | -$3.02K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $72.2K | Sell |
466
-472
| -50% | -$67.7K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $68.8K | Buy |
938
+424
| +82% | +$63.2K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $81.7K | Buy |
514
+170
| +49% | +$19.7K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $34.8K | Buy |
344
+50
| +17% | +$4.33K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $22.9K | Buy |
294
+58
| +25% | +$4K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $14.8K | Sell |
236
-534
| -69% | -$31.8K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $46.9K | Buy |
770
+16
| +2% | +$999 | ﹤0.01% | 1092 |
|
|
2022
Q4 | $43.4K | Buy |
754
+128
| +20% | +$7.68K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $37K | Buy |
626
+38
| +6% | +$2.7K | ﹤0.01% | 1074 |
|
|
2022
Q2 | $33K | Buy |
588
+242
| +70% | +$15.7K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $25K | Buy |
346
+210
| +154% | +$15.9K | ﹤0.01% | 1170 |
|
|
2021
Q4 | $12K | Sell |
136
-62
| -31% | -$5.78K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $18K | Buy |
198
+118
| +148% | +$9.98K | ﹤0.01% | 1079 |
|
|
2021
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 894 |
|
|
2020
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 974 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 787 |
|
|
2019
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 785 |
|
|
2019
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 860 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 772 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 839 |
|
|
2018
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 730 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 666 |
|
|
2017
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 676 |
|
|
2017
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 678 |
|
|
2017
Q1 | $2K | Buy |
+80
| New | +$1.95K | ﹤0.01% | 668 |
|
Other funds holding WSM
BC
Allworth Financial's WSM Position: Q2 2026 in Review
Allworth Financial reduced its Williams-Sonoma (WSM) stake by 4.2% in Q2 2026, selling an estimated $9.31K and leaving 1,061 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.
Allworth Financial first reported a position in WSM in Q1 2017 and has held it in 38 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Allworth Financial held 1,061 shares of Williams-Sonoma worth $247K as of Q2 2026.
- Allworth Financial sold 47 Williams-Sonoma shares in Q2 2026, an estimated $9.31K.
- Williams-Sonoma made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1364 holding.
- Allworth Financial first reported a position in Williams-Sonoma in Q1 2017 and has held it in 38 quarters since.
- 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.