EWM
WSM icon

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

Empirical Wealth Management’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 		$1.38M Buy
5,930
+589
+11% +$117K 0.02% 334
2026
Q1 		$974K Buy
5,341
+727
+16% +$145K 0.02% 366
2025
Q4 		$824K Buy
4,614
+832
+22% +$156K 0.01% 372
2025
Q3 		$739K Sell
3,782
-258
-6% -$49.3K 0.01% 380
2025
Q2 		$660K Buy
4,040
+881
+28% +$138K 0.01% 379
2025
Q1 		$499K Buy
3,159
+81
+3% +$15.7K 0.01% 404
2024
Q4 		$570K Sell
3,078
-186
-6% -$29.5K 0.02% 365
2024
Q3 		$506K Sell
3,264
-872
-21% -$125K 0.01% 368
2024
Q2 		$584K Sell
4,136
-70
-2% -$10.4K 0.02% 329
2024
Q1 		$668K Buy
4,206
+658
+19% +$76.4K 0.02% 298
2023
Q4 		$358K Sell
3,548
-318
-8% -$27.5K 0.01% 369
2023
Q3 		$300K Sell
3,866
-150
-4% -$10.3K 0.01% 368
2023
Q2 		$251K Sell
4,016
-50
-1% -$2.98K 0.01% 399
2023
Q1 		$247K Buy
+4,066
New +$254K 0.01% 420
2022
Q2 		– Sell
-4,018
Closed -$292K – 537
2022
Q1 		$292K Buy
+4,018
New +$304K 0.01% 408

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

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

Empirical Wealth Management increased its Williams-Sonoma (WSM) stake by 11% in Q2 2026, buying an estimated $117K and bringing the position to 5,930 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #334.

Empirical Wealth Management first reported a position in WSM in Q1 2022 and has held it in 15 quarters since. 337 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Empirical Wealth Management held 5,930 shares of Williams-Sonoma worth $1.38M as of Q2 2026.
  • Empirical Wealth Management bought 589 Williams-Sonoma shares in Q2 2026, an estimated $117K.
  • Williams-Sonoma made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Empirical Wealth Management first reported a position in Williams-Sonoma in Q1 2022 and has held it in 15 quarters since.
  • 337 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.