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
2024 Q2	–	Sell	-800	Closed	-$127K	–	1487
2024 Q1	$127K	Hold	800	–	–	﹤0.01%	1310
2023 Q4	$80.7K	Buy	+800	New	+$69.3K	﹤0.01%	1295

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.