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

Frazier 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 		$21.7K Hold
93
– – 0.01% 301
2026
Q1 		$17K Buy
+93
New +$18.6K 0.01% 341
2024
Q4 		– Sell
-60
Closed -$9.3K – 888
2024
Q3 		$9.3K Sell
60
-126
-68% -$18.1K 0.01% 393
2024
Q2 		$26.3K Buy
186
+54
+41% +$8.05K 0.02% 242
2024
Q1 		$21K Buy
132
+62
+89% +$7.2K 0.02% 257
2023
Q4 		$7.06K Buy
+70
New +$6.06K 0.01% 431

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

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

Frazier Financial Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 93 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #301.

Frazier Financial Advisors first reported a position in WSM in Q4 2023 and has held it in 6 quarters since. The position peaked at $26.3K in Q2 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Frazier Financial Advisors held 93 shares of Williams-Sonoma worth $21.7K as of Q2 2026.
  • Frazier Financial Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #301 holding.
  • Frazier Financial Advisors first reported a position in Williams-Sonoma in Q4 2023 and has held it in 6 quarters since.
  • Frazier Financial Advisors's Williams-Sonoma position peaked at $26.3K in Q2 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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