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Larson Financial Group’s Williams-Sonoma WSM Stock Holding History

Larson Financial Group’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 		$472K Sell
2,026
-726
-26% -$144K 0.01% 577
2026
Q1 		$502K Sell
2,752
-439
-14% -$87.7K 0.02% 475
2025
Q4 		$570K Buy
3,191
+414
+15% +$77.6K 0.02% 426
2025
Q3 		$543K Buy
2,777
+439
+19% +$83.9K 0.02% 445
2025
Q2 		$382K Buy
2,338
+218
+10% +$34.2K 0.02% 505
2025
Q1 		$335K Buy
2,120
+226
+12% +$43.7K 0.02% 496
2024
Q4 		$351K Sell
1,894
-160
-8% -$25.4K 0.02% 446
2024
Q3 		$318K Buy
2,054
+204
+11% +$29.3K 0.02% 456
2024
Q2 		$261K Sell
1,850
-214
-10% -$31.9K 0.02% 397
2024
Q1 		$328K Buy
2,064
+862
+72% +$100K 0.03% 300
2023
Q4 		$121K Buy
1,202
+544
+83% +$47.1K 0.01% 454
2023
Q3 		$51.1K Buy
+658
New +$45.3K 0.01% 606
2022
Q4 		– Sell
-96
Closed -$6K – 1535
2022
Q3 		$6K Buy
+96
New +$6.81K ﹤0.01% 934

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

Larson Financial Group's WSM Position: Q2 2026 in Review

Larson Financial Group reduced its Williams-Sonoma (WSM) stake by 26% in Q2 2026, selling an estimated $144K and leaving 2,026 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #577.

Larson Financial Group first reported a position in WSM in Q3 2022 and has held it in 13 quarters since. The position peaked at $570K in Q4 2025. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Larson Financial Group held 2,026 shares of Williams-Sonoma worth $472K as of Q2 2026.
  • Larson Financial Group sold 726 Williams-Sonoma shares in Q2 2026, an estimated $144K.
  • Williams-Sonoma made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #577 holding.
  • Larson Financial Group first reported a position in Williams-Sonoma in Q3 2022 and has held it in 13 quarters since.
  • Larson Financial Group's Williams-Sonoma position peaked at $570K in Q4 2025.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.