Crewe Advisors’s Williams-Sonoma WSM Stock Holding History

Crewe 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	$49K	Buy	+210	New	+$41.6K	﹤0.01%	441
2024 Q3	–	Sell	-206	Closed	-$29.1K	–	1003
2024 Q2	$29.1K	Buy	+206	New	+$30.7K	﹤0.01%	479
2023 Q4	–	Sell	-6	Closed	-$467	–	707
2023 Q3	$467	Buy	6 +2	+50%	+$138	﹤0.01%	390
2023 Q2	$251	Buy	+4	New	+$238	﹤0.01%	686
2022 Q4	–	Sell	-294	Closed	-$17K	–	1306
2022 Q3	$17K	Buy	294 +250	+568%	+$17.7K	﹤0.01%	516
2022 Q2	$2K	Buy	+44	New	+$2.85K	﹤0.01%	1023

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crewe Advisors's WSM Position: Q2 2026 in Review

Crewe Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 210 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in WSM as recently as Q2 2024.

Crewe Advisors first reported a position in WSM in Q2 2022 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Crewe Advisors held 210 shares of Williams-Sonoma worth $49K as of Q2 2026.
Williams-Sonoma was a new Crewe Advisors position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #441 holding.
Crewe Advisors first reported a position in Williams-Sonoma in Q2 2022 and has held it in 6 quarters since.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.