Hamilton Point Investment Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.99M | Buy |
38,573
+437
| +1% | +$86.6K | 1.27% | 25 |
|
|
2026
Q1 | $6.95M | Sell |
38,136
-210
| -0.5% | -$41.9K | 1.07% | 31 |
|
|
2025
Q4 | $6.85M | Buy |
38,346
+243
| +0.6% | +$45.5K | 1.04% | 33 |
|
|
2025
Q3 | $7.45M | Sell |
38,103
-86
| -0.2% | -$16.4K | 1.16% | 30 |
|
|
2025
Q2 | $6.24M | Sell |
38,189
-19,836
| -34% | -$3.11M | 1.03% | 34 |
|
|
2025
Q1 | $9.17M | Buy |
58,025
+530
| +0.9% | +$102K | 1.65% | 15 |
|
|
2024
Q4 | $10.6M | Buy |
57,495
+399
| +0.7% | +$63.3K | 1.88% | 13 |
|
|
2024
Q3 | $8.85M | Sell |
57,096
-306
| -0.5% | -$43.9K | 1.56% | 19 |
|
|
2024
Q2 | $8.1M | Buy |
57,402
+1,218
| +2% | +$182K | 1.54% | 20 |
|
|
2024
Q1 | $8.92M | Sell |
56,184
-720
| -1% | -$83.6K | 1.71% | 19 |
|
|
2023
Q4 | $5.74M | Sell |
56,904
-21,042
| -27% | -$1.82M | 1.15% | 33 |
|
|
2023
Q3 | $6.06M | Buy |
77,946
+438
| +0.6% | +$30.2K | 1.49% | 24 |
|
|
2023
Q2 | $4.85M | Sell |
77,508
-3,166
| -4% | -$189K | 1.16% | 39 |
|
|
2023
Q1 | $4.91M | Buy |
80,674
+1,712
| +2% | +$107K | 1.19% | 39 |
|
|
2022
Q4 | $4.54M | Buy |
78,962
+1,172
| +2% | +$70.4K | 1.25% | 37 |
|
|
2022
Q3 | $4.58M | Buy |
77,790
+266
| +0.3% | +$18.9K | 1.39% | 33 |
|
|
2022
Q2 | $4.3M | Buy |
77,524
+962
| +1% | +$62.2K | 1.25% | 37 |
|
|
2022
Q1 | $5.55M | Buy |
76,562
+3,786
| +5% | +$287K | 1.43% | 32 |
|
|
2021
Q4 | $6.15M | Buy |
72,776
+2,596
| +4% | +$242K | 1.46% | 30 |
|
|
2021
Q3 | $6.22M | Buy |
70,180
+692
| +1% | +$58.5K | 1.65% | 28 |
|
|
2021
Q2 | $5.55M | Buy |
69,488
+386
| +0.6% | +$32.8K | 1.5% | 29 |
|
|
2021
Q1 | $6.19M | Sell |
69,102
-16,178
| -19% | -$1.09M | 1.79% | 29 |
|
|
2020
Q4 | $4.34M | Sell |
85,280
-1,192
| -1% | -$61K | 1.37% | 34 |
|
|
2020
Q3 | $3.91M | Buy |
86,472
+1,586
| +2% | +$70.5K | 1.38% | 36 |
|
|
2020
Q2 | $3.48M | Buy |
84,886
+762
| +0.9% | +$25.9K | 1.34% | 36 |
|
|
2020
Q1 | $1.79M | Buy |
84,124
+2,692
| +3% | +$85.6K | 0.83% | 49 |
|
|
2019
Q4 | $2.99M | Buy |
81,432
+842
| +1% | +$29.2K | 1.14% | 45 |
|
|
2019
Q3 | $2.74M | Buy |
80,590
+2,816
| +4% | +$93.2K | 1.12% | 45 |
|
|
2019
Q2 | $2.53M | Buy |
77,774
+836
| +1% | +$24K | 1.08% | 45 |
|
|
2019
Q1 | $2.17M | Buy |
76,938
+30
| +0% | +$828 | 0.96% | 48 |
|
|
2018
Q4 | $1.94M | Buy |
76,908
+1,980
| +3% | +$56.6K | 0.98% | 48 |
|
|
2018
Q3 | $2.46M | Buy |
74,928
+460
| +0.6% | +$14.6K | 1.15% | 41 |
|
|
2018
Q2 | $2.29M | Buy |
74,468
+466
| +0.6% | +$12.5K | 1.13% | 41 |
|
|
2018
Q1 | $1.95M | Buy |
74,002
+3,490
| +5% | +$92.3K | 0.99% | 46 |
|
|
2017
Q4 | $1.82M | Buy |
+70,512
| New | +$1.8M | 0.95% | 47 |
|
Other funds holding WSM
BC
Hamilton Point Investment Advisors's WSM Position: Q2 2026 in Review
Hamilton Point Investment Advisors increased its Williams-Sonoma (WSM) stake by 1.1% in Q2 2026, buying an estimated $86.6K and bringing the position to 38,573 shares worth $8.99M. The position accounts for 1.27% of the portfolio, ranked #25.
Hamilton Point Investment Advisors first reported a position in WSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.6M in Q4 2024. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Hamilton Point Investment Advisors held 38,573 shares of Williams-Sonoma worth $8.99M as of Q2 2026.
- Hamilton Point Investment Advisors bought 437 Williams-Sonoma shares in Q2 2026, an estimated $86.6K.
- Williams-Sonoma made up 1.27% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #25 holding.
- Hamilton Point Investment Advisors first reported a position in Williams-Sonoma in Q4 2017 and has held it in 35 quarters since.
- Hamilton Point Investment Advisors's Williams-Sonoma position peaked at $10.6M in Q4 2024.
- 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.