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Farther Finance Advisors’s Williams-Sonoma WSM Stock Holding History

Farther Finance 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 		$2.08M Buy
8,903
+4,288
+93% +$850K 0.02% 723
2026
Q1 		$832K Buy
4,615
+479
+12% +$95.6K 0.01% 1090
2025
Q4 		$739K Buy
4,136
+331
+9% +$62K 0.01% 1071
2025
Q3 		$744K Sell
3,805
-105
-3% -$20.1K 0.01% 874
2025
Q2 		$639K Buy
3,910
+128
+3% +$20.1K 0.01% 792
2025
Q1 		$601K Buy
3,782
+1,466
+63% +$283K 0.02% 707
2024
Q4 		$429K Sell
2,316
-584
-20% -$92.7K 0.02% 646
2024
Q3 		$449K Buy
2,900
+1,636
+129% +$235K 0.02% 639
2024
Q2 		$175K Buy
1,264
+968
+327% +$144K 0.01% 900
2024
Q1 		$46.6K Hold
296
– – ﹤0.01% 1214
2023
Q4 		$29.9K Buy
296
+26
+10% +$2.25K ﹤0.01% 1210
2023
Q3 		$21K Buy
270
+112
+71% +$7.71K ﹤0.01% 1069
2023
Q2 		$9.89K Buy
158
+56
+55% +$3.34K ﹤0.01% 1203
2023
Q1 		$6.21K Sell
102
-36
-26% -$2.25K ﹤0.01% 1263
2022
Q4 		$7.93K Buy
+138
New +$8.28K ﹤0.01% 1022

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

Farther Finance Advisors's WSM Position: Q2 2026 in Review

Farther Finance Advisors increased its Williams-Sonoma (WSM) stake by 93% in Q2 2026, buying an estimated $850K and bringing the position to 8,903 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #723.

Farther Finance Advisors first reported a position in WSM in Q4 2022 and has held it in 15 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Farther Finance Advisors held 8,903 shares of Williams-Sonoma worth $2.08M as of Q2 2026.
  • Farther Finance Advisors bought 4,288 Williams-Sonoma shares in Q2 2026, an estimated $850K.
  • Williams-Sonoma made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #723 holding.
  • Farther Finance Advisors first reported a position in Williams-Sonoma in Q4 2022 and has held it in 15 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.