D.A. Davidson & Co’s Williams-Sonoma WSM Stock Holding History

D.A. Davidson & Co’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
2025 Q3	–	Sell	-3	Closed	-$2.01K	–	1597
2025 Q2	$2.01K	Buy	3 +1	+50%	+$157	﹤0.01%	1438
2025 Q1	$8.47K	Buy	+2	New	+$386	﹤0.01%	1394
2024 Q1	–	Sell	-8	Closed	-$20	–	1467
2023 Q4	$20	Sell	8 -10	-56%	-$866	﹤0.01%	1360
2023 Q3	$6.97K	Sell	18 -24	-57%	-$1.65K	﹤0.01%	1323
2023 Q2	$38K	Buy	42 +6	+17%	+$358	﹤0.01%	1316
2023 Q1	$44.1K	Buy	+36	New	+$2.25K	﹤0.01%	1315

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 $3.37T AUM 44.26% 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

D.A. Davidson & Co's WSM Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Williams-Sonoma (WSM) stake by 41% in Q2 2026, selling an estimated $130K and leaving 958 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

D.A. Davidson & Co first reported a position in WSM in Q2 2013 and has held it in 38 quarters since. The position peaked at $8.66M in Q3 2017. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

D.A. Davidson & Co held 958 shares of Williams-Sonoma worth $223K as of Q2 2026.
D.A. Davidson & Co sold 656 Williams-Sonoma shares in Q2 2026, an estimated $130K.
Williams-Sonoma made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1495 holding.
D.A. Davidson & Co first reported a position in Williams-Sonoma in Q2 2013 and has held it in 38 quarters since.
D.A. Davidson & Co's Williams-Sonoma position peaked at $8.66M in Q3 2017.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.