IMA Advisory Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Other funds holding WSM
BC
IMA Advisory Services's WSM Position: Q2 2026 in Review
IMA Advisory Services increased its Williams-Sonoma (WSM) stake by 53% in Q2 2026, buying an estimated $1.59K and bringing the position to 23 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #896.
IMA Advisory Services first reported a position in WSM in Q2 2014 and has held it in 9 quarters since. The position peaked at $263K in Q1 2015. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- IMA Advisory Services held 23 shares of Williams-Sonoma worth $5.36K as of Q2 2026.
- IMA Advisory Services bought 8 Williams-Sonoma shares in Q2 2026, an estimated $1.59K.
- Williams-Sonoma made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #896 holding.
- IMA Advisory Services first reported a position in Williams-Sonoma in Q2 2014 and has held it in 9 quarters since.
- IMA Advisory Services's Williams-Sonoma position peaked at $263K in Q1 2015.
- 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.