Level Four Advisory Services’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.84M Buy
29,338
+307
+1% +$60.8K 0.19% 139
2026
Q1
$5.29M Sell
29,031
-1,233
-4% -$246K 0.17% 167
2025
Q4
$5.4M Sell
30,264
-960
-3% -$180K 0.18% 154
2025
Q3
$6.1M Sell
31,224
-3,749
-11% -$717K 0.21% 130
2025
Q2
$5.71M Buy
34,973
+1,442
+4% +$226K 0.21% 135
2025
Q1
$5.3M Sell
33,531
-1,836
-5% -$355K 0.22% 141
2024
Q4
$6.55M Buy
35,367
+1,900
+6% +$301K 0.27% 99
2024
Q3
$4.49M Buy
33,467
+12,381
+59% +$1.78M 0.19% 156
2024
Q2
$2.98M Sell
21,086
-7,684
-27% -$1.15M 0.13% 192
2024
Q1
$2.9M Buy
28,770
+1,104
+4% +$128K 0.16% 155
2023
Q4
$2.79M Sell
27,666
-2,378
-8% -$206K 0.16% 158
2023
Q3
$2.33M Buy
30,044
+864
+3% +$59.5K 0.15% 165
2023
Q2
$1.83M Buy
+29,180
New +$1.74M 0.11% 202
2017
Q3
Sell
-10,670
Closed -$287K 532
2017
Q2
$287K Sell
10,670
-298
-3% -$7.61K 0.04% 381
2017
Q1
$295K Sell
10,968
-28,672
-72% -$699K 0.03% 417
2016
Q4
$959K Buy
+39,640
New +$1.01M 0.12% 174

Other funds holding WSM

Level Four Advisory Services's WSM Position: Q2 2026 in Review

Level Four Advisory Services increased its Williams-Sonoma (WSM) stake by 1.1% in Q2 2026, buying an estimated $60.8K and bringing the position to 29,338 shares worth $6.84M. The position accounts for 0.19% of the portfolio, ranked #139.

Level Four Advisory Services first reported a position in WSM in Q4 2016 and has held it in 16 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Level Four Advisory Services held 29,338 shares of Williams-Sonoma worth $6.84M as of Q2 2026.
  • Level Four Advisory Services bought 307 Williams-Sonoma shares in Q2 2026, an estimated $60.8K.
  • Williams-Sonoma made up 0.19% of Level Four Advisory Services's portfolio in Q2 2026, its #139 holding.
  • Level Four Advisory Services first reported a position in Williams-Sonoma in Q4 2016 and has held it in 16 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.