Aptus Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Aptus Capital 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	$524K	Buy	2,247 +5	+0.2%	+$991	﹤0.01%	776
2026 Q1	$409K	Buy	2,242 +1	+0%	+$200	﹤0.01%	778
2025 Q4	$400K	Sell	2,241 -28	-1%	-$5.25K	﹤0.01%	802
2025 Q3	$443K	Buy	2,269 +40	+2%	+$7.64K	﹤0.01%	729
2025 Q2	$364K	Sell	2,229 -168	-7%	-$26.4K	﹤0.01%	765
2025 Q1	$379K	Buy	2,397 +744	+45%	+$144K	﹤0.01%	720
2024 Q4	$306K	Sell	1,653 -68	-4%	-$10.8K	﹤0.01%	764
2024 Q3	$267K	Buy	+1,721	New	+$247K	﹤0.01%	690
2024 Q2	–	Sell	-1,568	Closed	-$249K	–	1234
2024 Q1	$249K	Buy	+1,568	New	+$182K	﹤0.01%	679
2019 Q3	–	Sell	-55,576	Closed	-$1.81M	–	505
2019 Q2	$1.81M	Sell	55,576 -5,734	-9%	-$164K	0.25%	59
2019 Q1	$1.72M	Buy	61,310 +7,838	+15%	+$216K	0.29%	78
2018 Q4	$1.35M	Buy	+53,472	New	+$1.53M	0.36%	53

Other funds holding WSM

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aptus Capital Advisors's WSM Position: Q2 2026 in Review

Aptus Capital Advisors increased its Williams-Sonoma (WSM) stake by 0.22% in Q2 2026, buying an estimated $991 and bringing the position to 2,247 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Aptus Capital Advisors first reported a position in WSM in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2019. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Aptus Capital Advisors held 2,247 shares of Williams-Sonoma worth $524K as of Q2 2026.
Aptus Capital Advisors bought 5 Williams-Sonoma shares in Q2 2026, an estimated $991.
Williams-Sonoma made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #776 holding.
Aptus Capital Advisors first reported a position in Williams-Sonoma in Q4 2018 and has held it in 12 quarters since.
Aptus Capital Advisors's Williams-Sonoma position peaked at $1.81M in Q2 2019.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.