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Fortitude Family Office’s Williams-Sonoma WSM Stock Holding History

Fortitude Family Office’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
Q3 		$139K Buy
609
+489
+408% +$113K 0.02% 194
2026
Q2 		$28K Buy
120
+9
+8% +$1.78K 0.01% 436
2026
Q1 		$20.2K Buy
111
+31
+39% +$6.19K ﹤0.01% 422
2025
Q4 		$14.3K Buy
80
+2
+3% +$375 ﹤0.01% 473
2025
Q3 		$15.2K Hold
78
– – ﹤0.01% 456
2025
Q2 		$12.7K Buy
78
+18
+30% +$2.83K ﹤0.01% 484
2025
Q1 		$9.49K Hold
60
– – ﹤0.01% 551
2024
Q4 		$11.1K Hold
60
– – ﹤0.01% 603
2024
Q3 		$9.29K Buy
60
+20
+50% +$2.87K ﹤0.01% 593
2024
Q2 		$5.65K Hold
40
– – ﹤0.01% 548
2024
Q1 		$6.35K Hold
40
– – ﹤0.01% 507
2023
Q4 		$4.04K Buy
+40
New +$3.46K ﹤0.01% 761

Other funds holding WSM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

Fortitude Family Office's WSM Position: Q3 2026 in Review

Fortitude Family Office increased its Williams-Sonoma (WSM) stake by 408% in Q3 2026, buying an estimated $113K and bringing the position to 609 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #194.

Fortitude Family Office first reported a position in WSM in Q4 2023 and has held it in 12 quarters since. 102 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Fortitude Family Office held 609 shares of Williams-Sonoma worth $139K as of Q3 2026.
  • Fortitude Family Office bought 489 Williams-Sonoma shares in Q3 2026, an estimated $113K.
  • Williams-Sonoma made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #194 holding.
  • Fortitude Family Office first reported a position in Williams-Sonoma in Q4 2023 and has held it in 12 quarters since.
  • 102 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.