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Independent Advisor Alliance’s Williams-Sonoma WSM Stock Holding History

Independent Advisor Alliance’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 		$209K Buy
+898
New +$178K ﹤0.01% 960
2022
Q2 		– Sell
-3,066
Closed -$222K – 702
2022
Q1 		$222K Buy
3,066
+408
+15% +$30.9K 0.01% 586
2021
Q4 		$225K Sell
2,658
-118
-4% -$11K 0.01% 600
2021
Q3 		$246K Buy
+2,776
New +$235K 0.01% 541

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

Independent Advisor Alliance's WSM Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Williams-Sonoma (WSM) in Q2 2026: 898 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in WSM as recently as Q1 2022.

Independent Advisor Alliance first reported a position in WSM in Q3 2021 and has held it in 4 quarters since. The position peaked at $246K in Q3 2021. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Independent Advisor Alliance held 898 shares of Williams-Sonoma worth $209K as of Q2 2026.
  • Williams-Sonoma was a new Independent Advisor Alliance position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #960 holding.
  • Independent Advisor Alliance first reported a position in Williams-Sonoma in Q3 2021 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Williams-Sonoma position peaked at $246K in Q3 2021.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.