Buttonwood Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Buttonwood Financial 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	$736K	Sell	3,156 -201	-6%	-$39.8K	0.22%	68
2026 Q1	$612K	Hold	3,357	–	–	0.2%	74
2025 Q4	$600K	Hold	3,357	–	–	0.2%	68
2025 Q3	$656K	Sell	3,357 -51	-1%	-$9.75K	0.23%	67
2025 Q2	$557K	Hold	3,408	–	–	0.22%	66
2025 Q1	$539K	Sell	3,408 -1,085	-24%	-$210K	0.24%	68
2024 Q4	$832K	Buy	4,493 +1	+0%	+$159	0.37%	53
2024 Q3	$696K	Sell	4,492 -264	-6%	-$37.9K	0.3%	57
2024 Q2	$672K	Sell	4,756 -120	-2%	-$17.9K	0.32%	55
2024 Q1	$774K	Sell	4,876 -490	-9%	-$56.9K	0.36%	54
2023 Q4	$541K	Buy	5,366 +10	+0.2%	+$866	0.3%	67
2023 Q3	$416K	Buy	5,356 +2,072	+63%	+$143K	0.26%	73
2023 Q2	$205K	Buy	+3,284	New	+$196K	0.13%	95

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 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

Buttonwood Financial Advisors's WSM Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Williams-Sonoma (WSM) stake by 6% in Q2 2026, selling an estimated $39.8K and leaving 3,156 shares worth $736K. The position accounts for 0.22% of the portfolio, ranked #68.

Buttonwood Financial Advisors first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $832K in Q4 2024. 191 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Buttonwood Financial Advisors held 3,156 shares of Williams-Sonoma worth $736K as of Q2 2026.
Buttonwood Financial Advisors sold 201 Williams-Sonoma shares in Q2 2026, an estimated $39.8K.
Williams-Sonoma made up 0.22% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #68 holding.
Buttonwood Financial Advisors first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Advisors's Williams-Sonoma position peaked at $832K in Q4 2024.
191 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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