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Goodman Advisory Group’s Williams-Sonoma WSM Stock Holding History

Goodman Advisory Group’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 		– Sell
-356
Closed -$64.9K – 177
2026
Q1 		$64.9K Sell
356
-792
-69% -$158K 0.02% 108
2025
Q4 		$205K Hold
1,148
– – 0.05% 70
2025
Q3 		$224K Sell
1,148
-304
-21% -$58.1K 0.06% 66
2025
Q2 		$237K Sell
1,452
-880
-38% -$138K 0.08% 53
2025
Q1 		$369K Buy
+2,332
New +$451K 0.11% 68
2024
Q4 		– Sell
-2,332
Closed -$361K – 187
2024
Q3 		$361K Sell
2,332
-1,872
-45% -$269K 0.1% 69
2024
Q2 		$594K Sell
4,204
-11,388
-73% -$1.7M 0.18% 59
2024
Q1 		$2.48M Sell
15,592
-1,780
-10% -$207K 0.79% 31
2023
Q4 		$1.75M Sell
17,372
-8,988
-34% -$778K 0.6% 35
2023
Q3 		$2.05M Sell
26,360
-7,202
-21% -$496K 0.77% 32
2023
Q2 		$2.1M Buy
+33,562
New +$2M 0.78% 33

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

Goodman Advisory Group's WSM Position: Q2 2026 in Review

Goodman Advisory Group sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 356 shares — an estimated $64.9K sold.

Goodman Advisory Group first reported a position in WSM in Q2 2023 and held it in 11 quarters. The position peaked at $2.48M in Q1 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Goodman Advisory Group reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 356 Williams-Sonoma shares in Q2 2026, an estimated $64.9K.
  • Goodman Advisory Group first reported a position in Williams-Sonoma in Q2 2023 and held it in 11 quarters.
  • Goodman Advisory Group's Williams-Sonoma position peaked at $2.48M in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.