Benchmark Financial Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Benchmark Financial Wealth 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	$579K	Sell	2,484 -203	-8%	-$40.2K	0.14%	78
2026 Q1	$490K	Buy	2,687 +8	+0.3%	+$1.6K	0.14%	80
2025 Q4	$478K	Buy	2,679 +9	+0.3%	+$1.69K	0.14%	78
2025 Q3	$522K	Sell	2,670 -131	-5%	-$25K	0.16%	67
2025 Q2	$458K	Buy	2,801 +11	+0.4%	+$1.73K	0.15%	69
2025 Q1	$441K	Buy	2,790 +7	+0.3%	+$1.35K	0.17%	66
2024 Q4	$515K	Sell	2,783 -29	-1%	-$4.6K	0.17%	58
2024 Q3	$436K	Buy	2,812 +300	+12%	+$43K	0.15%	61
2024 Q2	$355K	Buy	2,512 +442	+21%	+$65.9K	0.13%	65
2024 Q1	$329K	Buy	+2,070	New	+$240K	0.13%	64

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors's WSM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Williams-Sonoma (WSM) stake by 7.6% in Q2 2026, selling an estimated $40.2K and leaving 2,484 shares worth $579K. The position accounts for 0.14% of the portfolio, ranked #78.

Benchmark Financial Wealth Advisors first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Benchmark Financial Wealth Advisors held 2,484 shares of Williams-Sonoma worth $579K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 203 Williams-Sonoma shares in Q2 2026, an estimated $40.2K.
Williams-Sonoma made up 0.14% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Benchmark Financial Wealth Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.