Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Williams-Sonoma WSM Stock Holding History

Cambridge Investment Research 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 		$3.62M Buy
15,519
+181
+1% +$35.9K 0.01% 1240
2026
Q1 		$2.8M Sell
15,338
-954
-6% -$190K 0.01% 1333
2025
Q4 		$2.91M Sell
16,292
-417
-2% -$78.1K 0.01% 1230
2025
Q3 		$3.27M Buy
16,709
+677
+4% +$129K 0.01% 1163
2025
Q2 		$2.62M Sell
16,032
-1,370
-8% -$215K 0.01% 1227
2025
Q1 		$2.75M Buy
17,402
+1,673
+11% +$323K 0.01% 1159
2024
Q4 		$2.91M Sell
15,729
-600
-4% -$95.2K 0.01% 1110
2024
Q3 		$2.53M Buy
16,329
+981
+6% +$141K 0.01% 1177
2024
Q2 		$2.17M Sell
15,348
-1,018
-6% -$152K 0.01% 1230
2024
Q1 		$2.6M Sell
16,366
-6
-0% -$697 0.01% 1108
2023
Q4 		$1.65M Buy
16,372
+1,832
+13% +$159K 0.01% 1322
2023
Q3 		$1.13M Buy
14,540
+1,522
+12% +$105K 0.01% 1490
2023
Q2 		$814K Buy
13,018
+2,030
+18% +$121K ﹤0.01% 1753
2023
Q1 		$668K Sell
10,988
-2,032
-16% -$127K ﹤0.01% 1883
2022
Q4 		$748K Buy
13,020
+3,080
+31% +$185K ﹤0.01% 1720
2022
Q3 		$586K Sell
9,940
-1,022
-9% -$72.5K ﹤0.01% 1838
2022
Q2 		$608K Buy
10,962
+1,498
+16% +$96.9K ﹤0.01% 1815
2022
Q1 		$686K Sell
9,464
-1,086
-10% -$82.2K ﹤0.01% 1856
2021
Q4 		$892K Buy
10,550
+316
+3% +$29.4K ﹤0.01% 1653
2021
Q3 		$907K Sell
10,234
-106
-1% -$8.97K ﹤0.01% 1615
2021
Q2 		$825K Sell
10,340
-2,258
-18% -$192K ﹤0.01% 1682
2021
Q1 		$1.13M Buy
12,598
+3,282
+35% +$222K 0.01% 1349
2020
Q4 		$474K Sell
9,316
-12,336
-57% -$632K ﹤0.01% 1805
2020
Q3 		$979K Buy
21,652
+114
+0.5% +$5.07K 0.01% 1200
2020
Q2 		$883K Sell
21,538
-3,168
-13% -$108K 0.01% 1197
2020
Q1 		$525K Buy
24,706
+432
+2% +$13.7K 0.01% 1335
2019
Q4 		$891K Buy
24,274
+654
+3% +$22.7K 0.01% 1222
2019
Q3 		$803K Sell
23,620
-842
-3% -$27.9K 0.01% 1205
2019
Q2 		$795K Buy
24,462
+3,026
+14% +$86.8K 0.01% 1148
2019
Q1 		$603K Sell
21,436
-7,524
-26% -$208K 0.01% 1357
2018
Q4 		$731K Buy
28,960
+398
+1% +$11.4K 0.01% 1109
2018
Q3 		$939K Buy
28,562
+1,916
+7% +$60.8K 0.01% 1061
2018
Q2 		$818K Sell
26,646
-1,216
-4% -$32.5K 0.01% 1094
2018
Q1 		$735K Sell
27,862
-27,724
-50% -$733K 0.01% 1115
2017
Q4 		$1.44M Buy
55,586
+994
+2% +$25.3K 0.02% 723
2017
Q3 		$1.36M Sell
54,592
-2,928
-5% -$68.1K 0.02% 691
2017
Q2 		$1.4M Buy
57,520
+3,774
+7% +$96.3K 0.02% 653
2017
Q1 		$1.44M Buy
53,746
+44,110
+458% +$1.07M 0.02% 580
2016
Q4 		$233K Buy
+9,636
New +$246K ﹤0.01% 1422
2014
Q3 		– Sell
-17,870
Closed -$641K – 1503
2014
Q2 		$641K Buy
+17,870
New +$588K 0.02% 628

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

Cambridge Investment Research Advisors's WSM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, buying an estimated $35.9K and bringing the position to 15,519 shares worth $3.62M. The position accounts for 0.01% of the portfolio, ranked #1240.

Cambridge Investment Research Advisors first reported a position in WSM in Q2 2014 and has held it in 40 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,519 shares of Williams-Sonoma worth $3.62M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 181 Williams-Sonoma shares in Q2 2026, an estimated $35.9K.
  • Williams-Sonoma made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1240 holding.
  • Cambridge Investment Research Advisors first reported a position in Williams-Sonoma in Q2 2014 and has held it in 40 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.