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Cedar Mountain Advisors’s Williams-Sonoma WSM Stock Holding History

Cedar Mountain 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 		$13.5K Hold
58
– – ﹤0.01% 431
2026
Q1 		$10.6K Buy
+58
New +$11.6K ﹤0.01% 448

Other funds holding WSM

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

Cedar Mountain Advisors's WSM Position: Q2 2026 in Review

Cedar Mountain Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 58 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Cedar Mountain Advisors first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cedar Mountain Advisors held 58 shares of Williams-Sonoma worth $13.5K as of Q2 2026.
  • Cedar Mountain Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #431 holding.
  • Cedar Mountain Advisors first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.