Cedar Mountain Advisors
WSM icon

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
Q3 		$13.2K Hold
58
– – ﹤0.01% 397
2026
Q2 		$13.5K Hold
58
– – ﹤0.01% 431
2026
Q1 		$10.6K Buy
+58
New +$11.6K ﹤0.01% 448

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Cedar Mountain Advisors's WSM Position: Q3 2026 in Review

Cedar Mountain Advisors held its Williams-Sonoma (WSM) position steady in Q3 2026 at 58 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Cedar Mountain Advisors first reported a position in WSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.5K in Q2 2026. 309 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Cedar Mountain Advisors held 58 shares of Williams-Sonoma worth $13.2K as of Q3 2026.
  • Cedar Mountain Advisors left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #397 holding.
  • Cedar Mountain Advisors first reported a position in Williams-Sonoma in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Williams-Sonoma position peaked at $13.5K in Q2 2026.
  • 309 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.