Harbor Investment Advisory’s Williams-Sonoma WSM Stock Holding History

Harbor Investment Advisory’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	$127K	Sell	547 -30	-5%	-$5.95K	0.01%	499
2026 Q1	$105K	Sell	577 -16	-3%	-$3.19K	0.01%	503
2025 Q4	$106K	Sell	593 -20	-3%	-$3.75K	0.01%	503
2025 Q3	$120K	Buy	613 +20	+3%	+$3.82K	0.01%	473
2025 Q2	$96.9K	Hold	593	–	–	0.01%	496
2025 Q1	$93.7K	Hold	593	–	–	0.01%	488
2024 Q4	$110K	Hold	593	–	–	0.01%	438
2024 Q3	$91.8K	Sell	593 -1	-0.2%	-$143	0.01%	476
2024 Q2	$83.8K	Sell	594 -2	-0.3%	-$298	0.01%	482
2024 Q1	$94.6K	Hold	596	–	–	0.01%	456
2023 Q4	$60.1K	Hold	596	–	–	0.01%	531
2023 Q3	$46.3K	Hold	596	–	–	0.01%	559
2023 Q2	$37.3K	Hold	596	–	–	0.01%	782
2023 Q1	$36.3K	Hold	596	–	–	0.01%	785
2022 Q4	$34.2K	Hold	596	–	–	0.01%	781
2022 Q3	$35K	Hold	596	–	–	0.01%	781
2022 Q2	$33K	Hold	596	–	–	0.01%	799
2022 Q1	$43K	Sell	596 -14	-2%	-$1.06K	0.01%	788
2021 Q4	$52K	Hold	610	–	–	0.01%	736
2021 Q3	$54K	Hold	610	–	–	0.01%	726
2021 Q2	$49K	Hold	610	–	–	0.01%	710
2021 Q1	$55K	Hold	610	–	–	0.01%	656
2020 Q4	$31K	Hold	610	–	–	0.01%	743
2020 Q3	$28K	Hold	610	–	–	0.01%	661
2020 Q2	$25K	Hold	610	–	–	0.01%	587
2020 Q1	$13K	Sell	610 -10	-2%	-$318	﹤0.01%	677
2019 Q4	$23K	Buy	+620	New	+$21.5K	0.01%	525

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Harbor Investment Advisory's WSM Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Williams-Sonoma (WSM) stake by 5.2% in Q2 2026, selling an estimated $5.95K and leaving 547 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #499.

Harbor Investment Advisory first reported a position in WSM in Q4 2019 and has held it in 27 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Harbor Investment Advisory held 547 shares of Williams-Sonoma worth $127K as of Q2 2026.
Harbor Investment Advisory sold 30 Williams-Sonoma shares in Q2 2026, an estimated $5.95K.
Williams-Sonoma made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #499 holding.
Harbor Investment Advisory first reported a position in Williams-Sonoma in Q4 2019 and has held it in 27 quarters since.
545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.