Empirical Asset Management’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$803K Sell
3,445
-93
-3% -$18.4K 0.18% 144
2026
Q1
$645K Sell
3,538
-6
-0.2% -$1.2K 0.17% 171
2025
Q4
$633K Sell
3,544
-54
-2% -$10.1K 0.18% 162
2025
Q3
$703K Sell
3,598
-60
-2% -$11.5K 0.2% 171
2025
Q2
$598K Buy
+3,658
New +$574K 0.18% 176
2025
Q1
Sell
-2,764
Closed -$257K 472
2024
Q4
$257K Buy
2,764
+441
+19% +$70K 0.09% 252
2024
Q3
$360K Buy
2,323
+485
+26% +$69.6K 0.13% 204
2024
Q2
$259K Buy
1,838
+248
+16% +$37K 0.1% 274
2024
Q1
$253K Buy
+1,590
New +$185K 0.12% 224

Other funds holding WSM

Empirical Asset Management's WSM Position: Q2 2026 in Review

Empirical Asset Management reduced its Williams-Sonoma (WSM) stake by 2.6% in Q2 2026, selling an estimated $18.4K and leaving 3,445 shares worth $803K. The position accounts for 0.18% of the portfolio, ranked #144.

Empirical Asset Management first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Empirical Asset Management held 3,445 shares of Williams-Sonoma worth $803K as of Q2 2026.
  • Empirical Asset Management sold 93 Williams-Sonoma shares in Q2 2026, an estimated $18.4K.
  • Williams-Sonoma made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #144 holding.
  • Empirical Asset Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.