AFG
WSM icon

Atomi Financial Group’s Williams-Sonoma WSM Stock Holding History

Atomi Financial Group’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 		$398K Sell
1,708
-4
-0.2% -$793 0.01% 884
2026
Q1 		$312K Buy
1,712
+119
+7% +$23.8K 0.01% 928
2025
Q4 		$285K Sell
1,593
-43
-3% -$8.06K 0.01% 965
2025
Q3 		$320K Buy
1,636
+44
+3% +$8.41K 0.01% 856
2025
Q2 		$260K Buy
1,592
+107
+7% +$16.8K 0.01% 894
2025
Q1 		$235K Sell
1,485
-55
-4% -$10.6K 0.01% 896
2024
Q4 		$285K Buy
1,540
+104
+7% +$16.5K 0.01% 748
2024
Q3 		$222K Sell
1,436
-192
-12% -$27.5K 0.01% 808
2024
Q2 		$230K Buy
1,628
+266
+20% +$39.6K 0.02% 691
2024
Q1 		$216K Buy
+1,362
New +$158K 0.02% 648

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

Atomi Financial Group's WSM Position: Q2 2026 in Review

Atomi Financial Group reduced its Williams-Sonoma (WSM) stake by 0.23% in Q2 2026, selling an estimated $793 and leaving 1,708 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #884.

Atomi Financial Group first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Atomi Financial Group held 1,708 shares of Williams-Sonoma worth $398K as of Q2 2026.
  • Atomi Financial Group sold 4 Williams-Sonoma shares in Q2 2026, an estimated $793.
  • Williams-Sonoma made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #884 holding.
  • Atomi Financial Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.