J.W. Cole Advisors’s Williams-Sonoma WSM Stock Holding History

J.W. Cole 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	$348K	Buy	+1,492	New	+$296K	0.01%	1195
2026 Q1	–	Sell	-1,722	Closed	-$281K	–	1494
2025 Q4	$281K	Sell	1,722 -622	-27%	-$117K	0.01%	1131
2025 Q3	$458K	Buy	2,344 +445	+23%	+$85K	0.01%	1022
2025 Q2	$310K	Buy	+1,899	New	+$298K	0.01%	1128
2025 Q1	–	Sell	-1,150	Closed	-$213K	–	1356
2024 Q4	$213K	Buy	+1,150	New	+$182K	0.01%	882
2022 Q1	–	Sell	-3,016	Closed	-$255K	–	876
2021 Q4	$255K	Buy	+3,016	New	+$281K	0.02%	706

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

J.W. Cole Advisors's WSM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,492 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in WSM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in WSM in Q4 2021 and has held it in 6 quarters since. The position peaked at $458K in Q3 2025. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

J.W. Cole Advisors held 1,492 shares of Williams-Sonoma worth $348K as of Q2 2026.
Williams-Sonoma was a new J.W. Cole Advisors position in Q2 2026.
Williams-Sonoma made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1195 holding.
J.W. Cole Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 6 quarters since.
J.W. Cole Advisors's Williams-Sonoma position peaked at $458K in Q3 2025.
248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.