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Florida Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Florida Financial 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 		$427K Buy
1,831
+91
+5% +$18K 0.07% 217
2026
Q1 		$317K Sell
1,740
-794
-31% -$159K 0.08% 233
2025
Q4 		$453K Buy
2,534
+58
+2% +$10.9K 0.12% 160
2025
Q3 		$484K Sell
2,476
-330
-12% -$63.1K 0.15% 151
2025
Q2 		$458K Buy
2,806
+110
+4% +$17.3K 0.15% 148
2025
Q1 		$426K Sell
2,696
-346
-11% -$66.9K 0.17% 125
2024
Q4 		$563K Sell
3,042
-167
-5% -$26.5K 0.25% 79
2024
Q3 		$470K Sell
3,209
-135
-4% -$19.4K 0.24% 79
2024
Q2 		$399K Buy
3,344
+980
+41% +$146K 0.24% 76
2024
Q1 		$375K Buy
+2,364
New +$274K 0.28% 63

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

Florida Financial Advisors's WSM Position: Q2 2026 in Review

Florida Financial Advisors increased its Williams-Sonoma (WSM) stake by 5.2% in Q2 2026, buying an estimated $18K and bringing the position to 1,831 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #217.

Florida Financial Advisors first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $563K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Florida Financial Advisors held 1,831 shares of Williams-Sonoma worth $427K as of Q2 2026.
  • Florida Financial Advisors bought 91 Williams-Sonoma shares in Q2 2026, an estimated $18K.
  • Williams-Sonoma made up 0.07% of Florida Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Florida Financial Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • Florida Financial Advisors's Williams-Sonoma position peaked at $563K in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.