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Astoria Portfolio Advisors’s Williams-Sonoma WSM Stock Holding History

Astoria Portfolio 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 		$685K Buy
2,938
+261
+10% +$51.7K 0.12% 136
2026
Q1 		$514K Sell
2,677
-170
-6% -$33.9K 0.11% 134
2025
Q4 		$575K Buy
2,847
+917
+48% +$172K 0.13% 119
2025
Q3 		$369K Sell
1,930
-983
-34% -$188K 0.1% 171
2025
Q2 		$526K Buy
2,913
+156
+6% +$24.5K 0.15% 126
2025
Q1 		$402K Buy
2,757
+923
+50% +$178K 0.14% 135
2024
Q4 		$353K Sell
1,834
-20
-1% -$3.17K 0.13% 141
2024
Q3 		$268K Sell
1,854
-188
-9% -$27K 0.09% 159
2024
Q2 		$288K Sell
2,042
-256
-11% -$38.2K 0.1% 136
2024
Q1 		$331K Sell
2,298
-96
-4% -$11.1K 0.13% 114
2023
Q4 		$245K Buy
+2,394
New +$207K 0.1% 154

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

Astoria Portfolio Advisors's WSM Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Williams-Sonoma (WSM) stake by 9.7% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,938 shares worth $685K. The position accounts for 0.12% of the portfolio, ranked #136.

Astoria Portfolio Advisors first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Astoria Portfolio Advisors held 2,938 shares of Williams-Sonoma worth $685K as of Q2 2026.
  • Astoria Portfolio Advisors bought 261 Williams-Sonoma shares in Q2 2026, an estimated $51.7K.
  • Williams-Sonoma made up 0.12% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #136 holding.
  • Astoria Portfolio Advisors first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.