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Legacy Wealth Asset Management’s Williams-Sonoma WSM Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$371K Buy
+1,626
New +$376K 0.08% 301
2023
Q3 		– Sell
-4,188
Closed -$262K – 349
2023
Q2 		$262K Buy
4,188
+74
+2% +$4.41K 0.09% 302
2023
Q1 		$250K Sell
4,114
-34
-0.8% -$2.12K 0.09% 304
2022
Q4 		$238K Sell
4,148
-994
-19% -$59.7K 0.09% 307
2022
Q3 		$303K Buy
5,142
+36
+0.7% +$2.56K 0.13% 262
2022
Q2 		$283K Buy
5,106
+82
+2% +$5.3K 0.11% 236
2022
Q1 		$364K Buy
5,024
+38
+0.8% +$2.88K 0.13% 222
2021
Q4 		$422K Sell
4,986
-60
-1% -$5.59K 0.14% 220
2021
Q3 		$447K Sell
5,046
-14
-0.3% -$1.18K 0.2% 184
2021
Q2 		$404K Sell
5,060
-1,104
-18% -$93.9K 0.18% 212
2021
Q1 		$552K Sell
6,164
-36
-0.6% -$2.43K 0.25% 163
2020
Q4 		$316K Buy
+6,200
New +$318K 0.16% 226

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's WSM Position: Q3 2026 in Review

Legacy Wealth Asset Management opened a new position in Williams-Sonoma (WSM) in Q3 2026: 1,626 shares worth $371K. The stake represents 0.08% of the portfolio and ranks #301 among its holdings. This is a return to the name: Legacy Wealth Asset Management previously reported a position in WSM as recently as Q2 2023.

Legacy Wealth Asset Management first reported a position in WSM in Q4 2020 and has held it in 12 quarters since. The position peaked at $552K in Q1 2021. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Legacy Wealth Asset Management held 1,626 shares of Williams-Sonoma worth $371K as of Q3 2026.
  • Williams-Sonoma was a new Legacy Wealth Asset Management position in Q3 2026.
  • Williams-Sonoma made up 0.08% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #301 holding.
  • Legacy Wealth Asset Management first reported a position in Williams-Sonoma in Q4 2020 and has held it in 12 quarters since.
  • Legacy Wealth Asset Management's Williams-Sonoma position peaked at $552K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.