Lido Advisors
WSM icon

Lido Advisors’s Williams-Sonoma WSM Stock Holding History

Lido 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 		$1.56M Sell
6,683
-1,372
-17% -$272K ﹤0.01% 890
2026
Q1 		$1.47M Buy
8,055
+1,013
+14% +$202K ﹤0.01% 801
2025
Q4 		$1.37M Buy
7,042
+289
+4% +$54.1K ﹤0.01% 860
2025
Q3 		$1.32M Buy
6,753
+1,224
+22% +$234K ﹤0.01% 828
2025
Q2 		$903K Buy
5,529
+23
+0.4% +$3.61K ﹤0.01% 884
2025
Q1 		$871K Buy
5,506
+2,426
+79% +$469K ﹤0.01% 831
2024
Q4 		$570K Sell
3,080
-73
-2% -$11.6K ﹤0.01% 967
2024
Q3 		$489K Sell
3,153
-5
-0.2% -$717 ﹤0.01% 969
2024
Q2 		$446K Buy
3,158
+92
+3% +$13.7K ﹤0.01% 960
2024
Q1 		$487K Buy
3,066
+198
+7% +$23K ﹤0.01% 915
2023
Q4 		$289K Buy
2,868
+46
+2% +$3.98K ﹤0.01% 1045
2023
Q3 		$219K Buy
+2,822
New +$194K ﹤0.01% 1047
2022
Q1 		– Sell
-8,822
Closed -$746K – 1105
2021
Q4 		$746K Buy
8,822
+1,720
+24% +$160K 0.01% 489
2021
Q3 		$629K Buy
7,102
+1,600
+29% +$135K 0.01% 515
2021
Q2 		$439K Sell
5,502
-1,762
-24% -$150K 0.01% 586
2021
Q1 		$651K Sell
7,264
-1,612
-18% -$109K 0.01% 432
2020
Q4 		$452K Buy
8,876
+1,104
+14% +$56.5K 0.01% 507
2020
Q3 		$351K Sell
7,772
-754
-9% -$33.5K 0.01% 449
2020
Q2 		$350K Buy
+8,526
New +$290K 0.01% 416

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

Lido Advisors's WSM Position: Q2 2026 in Review

Lido Advisors reduced its Williams-Sonoma (WSM) stake by 17% in Q2 2026, selling an estimated $272K and leaving 6,683 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Lido Advisors first reported a position in WSM in Q2 2020 and has held it in 19 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Lido Advisors held 6,683 shares of Williams-Sonoma worth $1.56M as of Q2 2026.
  • Lido Advisors sold 1,372 Williams-Sonoma shares in Q2 2026, an estimated $272K.
  • Williams-Sonoma made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #890 holding.
  • Lido Advisors first reported a position in Williams-Sonoma in Q2 2020 and has held it in 19 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.