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HFM Investment Advisors’s Williams-Sonoma WSM Stock Holding History

HFM Investment 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 		$3.5K Buy
15
+8
+114% +$1.59K ﹤0.01% 265
2026
Q1 		$1.28K Buy
7
+1
+17% +$200 ﹤0.01% 330
2025
Q4 		$1.07K Sell
6
-1
-14% -$187 ﹤0.01% 434
2025
Q3 		$1.37K Buy
7
+1
+17% +$191 ﹤0.01% 268
2025
Q2 		$980 Buy
6
+2
+50% +$314 ﹤0.01% 370
2025
Q1 		$633 Buy
+4
New +$773 ﹤0.01% 233

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

HFM Investment Advisors's WSM Position: Q2 2026 in Review

HFM Investment Advisors increased its Williams-Sonoma (WSM) stake by 114% in Q2 2026, buying an estimated $1.59K and bringing the position to 15 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

HFM Investment Advisors first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • HFM Investment Advisors held 15 shares of Williams-Sonoma worth $3.5K as of Q2 2026.
  • HFM Investment Advisors bought 8 Williams-Sonoma shares in Q2 2026, an estimated $1.59K.
  • Williams-Sonoma made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • HFM Investment Advisors first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.