Avior Wealth Management’s Williams-Sonoma WSM Stock Holding History

Avior Wealth Management’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	$226K	Buy	+971	New	+$192K	0.01%	725
2025 Q1	–	Sell	-956	Closed	-$177K	–	2350
2024 Q4	$177K	Buy	956 +14	+1%	+$2.22K	0.01%	739
2024 Q3	$146K	Sell	942 -176	-16%	-$25.2K	0.01%	779
2024 Q2	$158K	Sell	1,118 -620	-36%	-$92.4K	0.01%	736
2024 Q1	$276K	Buy	+1,738	New	+$202K	0.01%	609
2023 Q2	–	Sell	-68	Closed	-$4.14K	–	1683
2023 Q1	$4.14K	Buy	+68	New	+$4.25K	﹤0.01%	1253
2022 Q3	–	Sell	-2,822	Closed	-$156K	–	1303
2022 Q2	$156K	Hold	2,822	–	–	0.02%	448
2022 Q1	$204K	Hold	2,822	–	–	0.02%	431
2021 Q4	$238K	Hold	2,822	–	–	0.02%	410
2021 Q3	$250K	Buy	+2,822	New	+$239K	0.02%	398

Other funds holding WSM

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

JWM

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

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Avior Wealth Management's WSM Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 971 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in WSM as recently as Q4 2024.

Avior Wealth Management first reported a position in WSM in Q3 2021 and has held it in 10 quarters since. The position peaked at $276K in Q1 2024. 109 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Avior Wealth Management held 971 shares of Williams-Sonoma worth $226K as of Q2 2026.
Williams-Sonoma was a new Avior Wealth Management position in Q2 2026.
Williams-Sonoma made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #725 holding.
Avior Wealth Management first reported a position in Williams-Sonoma in Q3 2021 and has held it in 10 quarters since.
Avior Wealth Management's Williams-Sonoma position peaked at $276K in Q1 2024.
109 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.