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

Formidable Asset 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 		$909K Sell
4,985
-688
-12% -$136K 0.14% 143
2026
Q1 		$1.01M Sell
5,673
-993
-15% -$198K 0.16% 130
2025
Q4 		$1.3M Sell
6,666
-3,309
-33% -$620K 0.19% 102
2025
Q3 		$1.63M Sell
9,975
-1,472
-13% -$281K 0.26% 74
2025
Q2 		$1.81M Hold
11,447
– – 0.3% 67
2025
Q1 		$1.81M Sell
11,447
-1,185
-9% -$229K 0.3% 67
2024
Q4 		$2.34M Sell
12,632
-1,078
-8% -$171K 0.38% 51
2024
Q3 		$2.12M Sell
13,710
-2,784
-17% -$399K 0.34% 59
2024
Q2 		$2.33M Sell
16,494
-4,352
-21% -$649K 0.38% 48
2024
Q1 		$3.31M Sell
20,846
-3,696
-15% -$429K 0.54% 33
2023
Q4 		$2.48M Sell
24,542
-4,208
-15% -$364K 0.51% 34
2023
Q3 		$2.23M Sell
28,750
-68
-0.2% -$4.68K 0.49% 34
2023
Q2 		$1.8M Sell
28,818
-1,038
-3% -$61.9K 0.39% 44
2023
Q1 		$1.81M Sell
29,856
-228
-0.8% -$14.2K 0.38% 42
2022
Q4 		$1.73M Sell
30,084
-314
-1% -$18.9K 0.39% 40
2022
Q3 		$1.85M Sell
30,398
-1,062
-3% -$75.4K 0.43% 40
2022
Q2 		$1.77M Sell
31,460
-884
-3% -$57.2K 0.4% 43
2022
Q1 		$2.35M Sell
32,344
-212
-0.7% -$16K 0.45% 38
2021
Q4 		$2.7M Sell
32,556
-732
-2% -$68.2K 0.52% 31
2021
Q3 		$2.95M Sell
33,288
-756
-2% -$64K 0.55% 30
2021
Q2 		$2.63M Sell
34,044
-700
-2% -$59.6K 0.56% 35
2021
Q1 		$3.17M Sell
34,744
-514
-1% -$34.7K 0.69% 29
2020
Q4 		$1.81M Sell
35,258
-102
-0.3% -$5.22K 0.42% 45
2020
Q3 		$1.67M Sell
35,360
-968
-3% -$43K 0.49% 39
2020
Q2 		$1.54M Sell
36,328
-584
-2% -$19.9K 0.45% 49
2020
Q1 		$785K Sell
36,912
-3,100
-8% -$98.5K 0.31% 72
2019
Q4 		$1.52M Buy
+40,012
New +$1.39M 0.48% 50
2019
Q3 		– Sell
-38,818
Closed -$1.29M – 236
2019
Q2 		$1.29M Buy
+38,818
New +$1.11M 0.45% 59
2019
Q1 		– Sell
-35,384
Closed -$893K – 252
2018
Q4 		$893K Buy
35,384
+806
+2% +$23K 0.47% 53
2018
Q3 		$1.09M Buy
34,578
+1,332
+4% +$42.2K 0.43% 52
2018
Q2 		$1.02M Buy
33,246
+1,040
+3% +$27.8K 0.44% 50
2018
Q1 		$849K Buy
32,206
+1,188
+4% +$31.4K 0.43% 48
2017
Q4 		$801K Buy
31,018
+282
+0.9% +$7.19K 0.37% 60
2017
Q3 		$766K Buy
30,736
+430
+1% +$10K 0.32% 69
2017
Q2 		$735K Buy
30,306
+882
+3% +$22.5K 0.36% 64
2017
Q1 		$780K Buy
29,424
+3,574
+14% +$87.1K 0.34% 69
2016
Q4 		$625K Buy
25,850
+252
+1% +$6.42K 0.32% 80
2016
Q3 		$654K Buy
25,598
+1,722
+7% +$45K 0.33% 77
2016
Q2 		$646K Buy
+23,876
New +$655K 0.36% 71

Other funds holding WSM

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

Formidable Asset Management reduced its Williams-Sonoma (WSM) stake by 12% in Q2 2026, selling an estimated $136K and leaving 4,985 shares worth $909K. The position accounts for 0.14% of the portfolio, ranked #143.

Formidable Asset Management first reported a position in WSM in Q2 2016 and has held it in 39 quarters since. The position peaked at $3.31M in Q1 2024. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Formidable Asset Management held 4,985 shares of Williams-Sonoma worth $909K as of Q2 2026.
  • Formidable Asset Management sold 688 Williams-Sonoma shares in Q2 2026, an estimated $136K.
  • Williams-Sonoma made up 0.14% of Formidable Asset Management's portfolio in Q2 2026, its #143 holding.
  • Formidable Asset Management first reported a position in Williams-Sonoma in Q2 2016 and has held it in 39 quarters since.
  • Formidable Asset Management's Williams-Sonoma position peaked at $3.31M in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.