Beacon Investment Advisory Services’s Williams-Sonoma WSM Stock Holding History

Beacon Investment Advisory Services’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 Q3	$4.52M	Hold	19,828	–	–	0.17%	98
2026 Q2	$4.62M	Hold	19,828	–	–	0.17%	98
2026 Q1	$3.62M	Hold	19,828	–	–	0.15%	100
2025 Q4	$3.54M	Sell	19,828 -357	-2%	-$66.9K	0.14%	96
2025 Q3	$3.95M	Hold	20,185	–	–	0.17%	94
2025 Q2	$3.3M	Hold	20,185	–	–	0.15%	95
2025 Q1	$3.19M	Sell	20,185 -8,770	-30%	-$1.69M	0.15%	97
2024 Q4	$5.36M	Sell	28,955 -145	-0.5%	-$23K	0.23%	82
2024 Q3	$4.51M	Sell	29,100 -1,000	-3%	-$143K	0.19%	93
2024 Q2	$4.25M	Sell	30,100 -2,600	-8%	-$388K	0.18%	93
2024 Q1	$5.19M	Hold	32,700	–	–	0.22%	84
2023 Q4	$3.3M	Hold	32,700	–	–	0.15%	101
2023 Q3	$2.54M	Sell	32,700 -9,146	-22%	-$630K	0.13%	112
2023 Q2	$2.62M	Sell	41,846 -15,054	-26%	-$897K	0.12%	119
2023 Q1	$3.46M	Sell	56,900 -1,600	-3%	-$99.9K	0.17%	103
2022 Q4	$3.36M	Sell	58,500 -7,032	-11%	-$422K	0.17%	104
2022 Q3	$3.86M	Sell	65,532 -9,720	-13%	-$690K	0.21%	92
2022 Q2	$4.17M	Sell	75,252 -678	-0.9%	-$43.9K	0.22%	92
2022 Q1	$5.5M	Sell	75,930 -2,100	-3%	-$159K	0.23%	85
2021 Q4	$6.6M	Sell	78,030 -5,500	-7%	-$512K	0.26%	81
2021 Q3	$7.41M	Sell	83,530 -14,200	-15%	-$1.2M	0.31%	75
2021 Q2	$7.8M	Sell	97,730 -5,520	-5%	-$470K	0.32%	74
2021 Q1	$9.25M	Sell	103,250 -650	-0.6%	-$43.9K	0.4%	66
2020 Q4	$5.29M	Sell	103,900 -400	-0.4%	-$20.5K	0.24%	82
2020 Q3	$4.72M	Hold	104,300	–	–	0.24%	81
2020 Q2	$4.28M	Sell	104,300 -2,400	-2%	-$81.6K	0.24%	78
2020 Q1	$2.27M	Sell	106,700 -79,200	-43%	-$2.52M	0.16%	103
2019 Q4	$6.83M	Buy	+185,900	New	+$6.46M	0.36%	71

Other funds holding WSM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Beacon Investment Advisory Services's WSM Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Williams-Sonoma (WSM) position steady in Q3 2026 at 19,828 shares worth $4.52M. The position accounts for 0.17% of the portfolio, ranked #98.

Beacon Investment Advisory Services first reported a position in WSM in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.25M in Q1 2021. 80 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Beacon Investment Advisory Services held 19,828 shares of Williams-Sonoma worth $4.52M as of Q3 2026.
Beacon Investment Advisory Services left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up 0.17% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #98 holding.
Beacon Investment Advisory Services first reported a position in Williams-Sonoma in Q4 2019 and has held it in 28 quarters since.
Beacon Investment Advisory Services's Williams-Sonoma position peaked at $9.25M in Q1 2021.
80 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.