Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Williams-Sonoma WSM Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-2
Closed -$448 – 702
2026
Q2 		$448 Buy
+2
New +$396 ﹤0.01% 550

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Halbert Hargrove Global Advisors's WSM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Williams-Sonoma (WSM) in Q3 2026, closing a stake of 2 shares — an estimated $448 sold.

Halbert Hargrove Global Advisors first reported a position in WSM in Q2 2026 and held it in 1 quarter. The position peaked at $448 in Q2 2026. 380 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Williams-Sonoma position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Williams-Sonoma shares in Q3 2026, an estimated $448.
  • Halbert Hargrove Global Advisors first reported a position in Williams-Sonoma in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Williams-Sonoma position peaked at $448 in Q2 2026.
  • 380 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.