IFP 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 | $144K | Sell |
618
-108
| -15% | -$21.4K | ﹤0.01% | 1736 |
|
|
2026
Q1 | $132K | Buy |
726
+200
| +38% | +$39.9K | ﹤0.01% | 1650 |
|
|
2025
Q4 | $93.9K | Sell |
526
-442
| -46% | -$82.8K | ﹤0.01% | 1836 |
|
|
2025
Q3 | $189K | Sell |
968
-533
| -36% | -$102K | ﹤0.01% | 1316 |
|
|
2025
Q2 | $284K | Buy |
1,501
+30
| +2% | +$4.71K | 0.01% | 1091 |
|
|
2025
Q1 | $233K | Sell |
1,471
-1,471
| -50% | -$284K | 0.01% | 1104 |
|
|
2024
Q4 | $545K | Sell |
2,942
-118
| -4% | -$18.7K | 0.02% | 704 |
|
|
2024
Q3 | $474K | Buy |
3,060
+558
| +22% | +$80K | 0.02% | 717 |
|
|
2024
Q2 | $353K | Buy |
2,502
+170
| +7% | +$25.3K | 0.01% | 774 |
|
|
2024
Q1 | $371K | Buy |
2,332
+370
| +19% | +$43K | 0.02% | 715 |
|
|
2023
Q4 | $198K | Buy |
1,962
+1,556
| +383% | +$135K | 0.01% | 953 |
|
|
2023
Q3 | $31.6K | Sell |
406
-74
| -15% | -$5.1K | ﹤0.01% | 1752 |
|
|
2023
Q2 | $30K | Buy |
480
+92
| +24% | +$5.48K | ﹤0.01% | 1831 |
|
|
2023
Q1 | $8.9K | Sell |
388
-1,244
| -76% | -$77.7K | ﹤0.01% | 2337 |
|
|
2022
Q4 | $49K | Buy |
1,632
+8
| +0.5% | +$480 | ﹤0.01% | 2269 |
|
|
2022
Q3 | $47K | Buy |
1,624
+502
| +45% | +$35.6K | ﹤0.01% | 2422 |
|
|
2022
Q2 | $35K | Hold |
1,122
| – | – | ﹤0.01% | 2422 |
|
|
2022
Q1 | $35K | Buy |
1,122
+842
| +301% | +$63.7K | ﹤0.01% | 2422 |
|
|
2021
Q4 | $25K | Sell |
280
-1,296
| -82% | -$121K | ﹤0.01% | 1850 |
|
|
2021
Q3 | $140K | Buy |
1,576
+498
| +46% | +$42.1K | ﹤0.01% | 1135 |
|
|
2021
Q2 | $94K | Sell |
1,078
-130
| -11% | -$11.1K | ﹤0.01% | 1272 |
|
|
2021
Q1 | $109K | Sell |
1,208
-554
| -31% | -$37.4K | ﹤0.01% | 1141 |
|
|
2020
Q4 | $91K | Sell |
1,762
-234
| -12% | -$12K | ﹤0.01% | 1180 |
|
|
2020
Q3 | $90K | Buy |
1,996
+24
| +1% | +$1.07K | 0.01% | 1056 |
|
|
2020
Q2 | $81K | Sell |
1,972
-112
| -5% | -$3.81K | 0.01% | 1001 |
|
|
2020
Q1 | $45K | Buy |
+2,084
| New | +$66.2K | ﹤0.01% | 1170 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$20.8K | – | 3149 |
|
|
2019
Q3 | $20K | Buy |
+600
| New | +$19.9K | ﹤0.01% | 1772 |
|
|
2019
Q1 | $12K | Sell |
422
-2,586
| -86% | -$71.3K | ﹤0.01% | 1548 |
|
|
2018
Q4 | $75K | Buy |
3,008
+1,562
| +108% | +$44.7K | ﹤0.01% | 1364 |
|
|
2018
Q3 | $48K | Sell |
1,446
-72
| -5% | -$2.28K | ﹤0.01% | 1920 |
|
|
2018
Q2 | $47K | Sell |
1,518
-380
| -20% | -$10.2K | ﹤0.01% | 1958 |
|
|
2018
Q1 | $49K | Hold |
1,898
| – | – | ﹤0.01% | 1825 |
|
|
2017
Q4 | $49K | Buy |
1,898
+84
| +5% | +$2.14K | ﹤0.01% | 1842 |
|
|
2017
Q3 | $45K | Sell |
1,814
-4,076
| -69% | -$94.8K | ﹤0.01% | 2057 |
|
|
2017
Q2 | $143K | Buy |
5,890
+1,676
| +40% | +$42.8K | 0.01% | 1320 |
|
|
2017
Q1 | $113K | Buy |
4,214
+434
| +11% | +$10.6K | ﹤0.01% | 1420 |
|
|
2016
Q4 | $91K | Buy |
3,780
+540
| +17% | +$13.8K | ﹤0.01% | 1516 |
|
|
2016
Q3 | $83K | Sell |
3,240
-6
| -0.2% | -$157 | ﹤0.01% | 1490 |
|
|
2016
Q2 | $85K | Buy |
3,246
+2,824
| +669% | +$77.4K | ﹤0.01% | 1433 |
|
|
2016
Q1 | $12K | Sell |
422
-2,460
| -85% | -$66.7K | ﹤0.01% | 1545 |
|
|
2015
Q4 | $84K | Buy |
+2,882
| New | +$98.7K | 0.01% | 1278 |
|
Other funds holding WSM
BC
IFP Advisors's WSM Position: Q2 2026 in Review
IFP Advisors reduced its Williams-Sonoma (WSM) stake by 15% in Q2 2026, selling an estimated $21.4K and leaving 618 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.
IFP Advisors first reported a position in WSM in Q4 2015 and has held it in 41 quarters since. The position peaked at $545K in Q4 2024. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- IFP Advisors held 618 shares of Williams-Sonoma worth $144K as of Q2 2026.
- IFP Advisors sold 108 Williams-Sonoma shares in Q2 2026, an estimated $21.4K.
- Williams-Sonoma made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1736 holding.
- IFP Advisors first reported a position in Williams-Sonoma in Q4 2015 and has held it in 41 quarters since.
- IFP Advisors's Williams-Sonoma position peaked at $545K in Q4 2024.
- 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.