American Capital Advisory’s Williams-Sonoma WSM Stock Holding History

American Capital Advisory’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	$1.4K	Buy	6 +1	+20%	+$198	﹤0.01%	717
2026 Q1	$912	Buy	5 +2	+67%	+$399	﹤0.01%	716
2025 Q4	$536	Buy	3 +1	+50%	+$187	﹤0.01%	736
2025 Q3	$391	Hold	2	–	–	﹤0.01%	753
2025 Q2	$327	Buy	+2	New	+$314	﹤0.01%	711

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

American Capital Advisory's WSM Position: Q2 2026 in Review

American Capital Advisory increased its Williams-Sonoma (WSM) stake by 20% in Q2 2026, buying an estimated $198 and bringing the position to 6 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

American Capital Advisory first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

American Capital Advisory held 6 shares of Williams-Sonoma worth $1.4K as of Q2 2026.
American Capital Advisory bought 1 Williams-Sonoma share in Q2 2026, an estimated $198.
Williams-Sonoma made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #717 holding.
American Capital Advisory first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.