Archford Capital Strategies’s Williams-Sonoma WSM Stock Holding History

Archford Capital Strategies’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	$1.14M	Sell	4,889 -830	-15%	-$165K	0.12%	154
2026 Q1	$1.04M	Buy	5,719 +185	+3%	+$36.9K	0.12%	164
2025 Q4	$988K	Buy	5,534 +132	+2%	+$24.7K	0.12%	163
2025 Q3	$1.06M	Sell	5,402 -10,644	-66%	-$2.03M	0.13%	156
2025 Q2	$2.62M	Sell	16,046 -2,967	-16%	-$466K	0.34%	72
2025 Q1	$3.01M	Buy	+19,013	New	+$3.67M	0.44%	56

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Archford Capital Strategies's WSM Position: Q2 2026 in Review

Archford Capital Strategies reduced its Williams-Sonoma (WSM) stake by 15% in Q2 2026, selling an estimated $165K and leaving 4,889 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #154.

Archford Capital Strategies first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.01M in Q1 2025. 269 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Archford Capital Strategies held 4,889 shares of Williams-Sonoma worth $1.14M as of Q2 2026.
Archford Capital Strategies sold 830 Williams-Sonoma shares in Q2 2026, an estimated $165K.
Williams-Sonoma made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #154 holding.
Archford Capital Strategies first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
Archford Capital Strategies's Williams-Sonoma position peaked at $3.01M in Q1 2025.
269 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.