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JFS Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

JFS Wealth 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 		$32.2K Hold
138
– – ﹤0.01% 638
2026
Q1 		$25.2K Buy
138
+5
+4% +$998 ﹤0.01% 683
2025
Q4 		$23.8K Buy
133
+30
+29% +$5.62K ﹤0.01% 705
2025
Q3 		$20.1K Hold
103
– – ﹤0.01% 696
2025
Q2 		$16.8K Sell
103
-3
-3% -$471 ﹤0.01% 697
2025
Q1 		$16.8K Buy
106
+3
+3% +$580 ﹤0.01% 715
2024
Q4 		$19.1K Hold
103
– – ﹤0.01% 659
2024
Q3 		$16K Buy
103
+3
+3% +$430 ﹤0.01% 693
2024
Q2 		$14.1K Sell
100
-2
-2% -$298 ﹤0.01% 689
2024
Q1 		$16.2K Hold
102
– – ﹤0.01% 674
2023
Q4 		$10.3K Buy
102
+4
+4% +$346 ﹤0.01% 759
2023
Q3 		$7.62K Buy
98
+18
+23% +$1.24K ﹤0.01% 819
2023
Q2 		$5.01K Hold
80
– – ﹤0.01% 1001
2023
Q1 		$4.87K Buy
80
+6
+8% +$375 ﹤0.01% 998
2022
Q4 		$4.25K Sell
74
-36
-33% -$2.16K ﹤0.01% 1064
2022
Q3 		$6K Sell
110
-32
-23% -$2.27K ﹤0.01% 953
2022
Q2 		$8K Buy
142
+70
+97% +$4.53K ﹤0.01% 848
2022
Q1 		$5K Buy
72
+40
+125% +$3.03K ﹤0.01% 1091
2021
Q4 		$3K Buy
+32
New +$2.98K ﹤0.01% 1005

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

JFS Wealth Advisors's WSM Position: Q2 2026 in Review

JFS Wealth Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 138 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

JFS Wealth Advisors first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • JFS Wealth Advisors held 138 shares of Williams-Sonoma worth $32.2K as of Q2 2026.
  • JFS Wealth Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #638 holding.
  • JFS Wealth Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.