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Empirical Finance’s Williams-Sonoma WSM Stock Holding History

Empirical Finance’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 		$946K Buy
4,059
+199
+5% +$39.4K 0.04% 314
2026
Q1 		$704K Buy
3,860
+49
+1% +$9.78K 0.03% 361
2025
Q4 		$681K Buy
3,811
+47
+1% +$8.81K 0.03% 359
2025
Q3 		$736K Buy
3,764
+68
+2% +$13K 0.04% 368
2025
Q2 		$604K Buy
3,696
+123
+3% +$19.3K 0.03% 395
2025
Q1 		$565K Buy
3,573
+34
+1% +$6.57K 0.03% 384
2024
Q4 		$655K Sell
3,539
-2,589
-42% -$411K 0.04% 349
2024
Q3 		$949K Hold
6,128
– – 0.06% 290
2024
Q2 		$865K Buy
6,128
+50
+0.8% +$7.45K 0.05% 293
2024
Q1 		$965K Hold
6,078
– – 0.06% 284
2023
Q4 		$613K Hold
6,078
– – 0.04% 357
2023
Q3 		$472K Buy
+6,078
New +$419K 0.03% 394
2022
Q3 		– Sell
-5,004
Closed -$278K – 500
2022
Q2 		$278K Sell
5,004
-5,750
-53% -$372K 0.04% 414
2022
Q1 		$780K Hold
10,754
– – 0.09% 217
2021
Q4 		$909K Sell
10,754
-6,554
-38% -$611K 0.11% 167
2021
Q3 		$1.53M Buy
17,308
+6,520
+60% +$552K 0.23% 88
2021
Q2 		$861K Buy
+10,788
New +$918K 0.14% 172
2019
Q1 		– Sell
-53,622
Closed -$1.35M – 179
2018
Q4 		$1.35M Hold
53,622
– – 0.4% 51
2018
Q3 		$1.76M Sell
53,622
-51,256
-49% -$1.63M 0.44% 36
2018
Q2 		$3.22M Buy
+104,878
New +$2.81M 0.82% 15
2018
Q1 		– Sell
-92,924
Closed -$2.4M – 195
2017
Q4 		$2.4M Sell
92,924
-1,196
-1% -$30.5K 0.79% 32
2017
Q3 		$2.35M Buy
94,120
+14,066
+18% +$327K 0.81% 26
2017
Q2 		$1.94M Sell
80,054
-6
-0% -$153 0.75% 24
2017
Q1 		$2.15M Buy
80,060
+38,612
+93% +$941K 1% 17
2016
Q4 		$1M Buy
+41,448
New +$1.06M 0.68% 39

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empirical Finance's WSM Position: Q2 2026 in Review

Empirical Finance increased its Williams-Sonoma (WSM) stake by 5.2% in Q2 2026, buying an estimated $39.4K and bringing the position to 4,059 shares worth $946K. The position accounts for 0.04% of the portfolio, ranked #314.

Empirical Finance first reported a position in WSM in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.22M in Q2 2018. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Empirical Finance held 4,059 shares of Williams-Sonoma worth $946K as of Q2 2026.
  • Empirical Finance bought 199 Williams-Sonoma shares in Q2 2026, an estimated $39.4K.
  • Williams-Sonoma made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #314 holding.
  • Empirical Finance first reported a position in Williams-Sonoma in Q4 2016 and has held it in 25 quarters since.
  • Empirical Finance's Williams-Sonoma position peaked at $3.22M in Q2 2018.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.