CoreCap Advisors’s Williams-Sonoma WSM Stock Holding History

CoreCap 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	$16.6K	Sell	71 -4	-5%	-$793	﹤0.01%	1881
2026 Q1	$13.7K	Sell	75 -2	-3%	-$399	﹤0.01%	1833
2025 Q4	$13.8K	Sell	77 -11	-13%	-$2.06K	﹤0.01%	1831
2025 Q3	$17.2K	Buy	88 +10	+13%	+$1.91K	﹤0.01%	1732
2025 Q2	$12.7K	Sell	78 -126	-62%	-$19.8K	﹤0.01%	1775
2025 Q1	$32.3K	Buy	204 +125	+158%	+$24.2K	﹤0.01%	1354
2024 Q4	$14.6K	Buy	79 +10	+14%	+$1.59K	﹤0.01%	1633
2024 Q3	$10.7K	Buy	+69	New	+$9.9K	﹤0.01%	1782
2024 Q2	–	Sell	-2,762	Closed	-$439K	–	2609
2024 Q1	$439K	Sell	2,762 -216	-7%	-$25.1K	0.02%	420
2023 Q4	$300K	Buy	+2,978	New	+$258K	0.02%	453
2022 Q4	$43.3K	Buy	+754	New	+$45.3K	﹤0.01%	1037
2022 Q3	–	Sell	-1,154	Closed	-$64K	–	2118
2022 Q2	$64K	Sell	1,154 -2,670	-70%	-$173K	0.01%	864
2022 Q1	$277K	Sell	3,824 -604	-14%	-$45.7K	0.02%	425
2021 Q4	$374K	Buy	+4,428	New	+$412K	0.03%	407

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

CoreCap Advisors's WSM Position: Q2 2026 in Review

CoreCap Advisors reduced its Williams-Sonoma (WSM) stake by 5.3% in Q2 2026, selling an estimated $793 and leaving 71 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

CoreCap Advisors first reported a position in WSM in Q4 2021 and has held it in 14 quarters since. The position peaked at $439K in Q1 2024. 171 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

CoreCap Advisors held 71 shares of Williams-Sonoma worth $16.6K as of Q2 2026.
CoreCap Advisors sold 4 Williams-Sonoma shares in Q2 2026, an estimated $793.
Williams-Sonoma made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1881 holding.
CoreCap Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Williams-Sonoma position peaked at $439K in Q1 2024.
171 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.