Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s Williams-Sonoma WSM Stock Holding History

Linden Thomas Advisory Services’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 		$321K Sell
1,410
-1
-0.1% -$231 0.03% 473
2026
Q2 		$329K Buy
1,411
+17
+1% +$3.37K 0.03% 465
2026
Q1 		$254K Sell
1,394
-37
-3% -$7.39K 0.02% 486
2025
Q4 		$256K Sell
1,431
-20
-1% -$3.75K 0.03% 449
2025
Q3 		$284K Sell
1,451
-16
-1% -$3.06K 0.03% 423
2025
Q2 		$240K Sell
1,467
-435
-23% -$68.3K 0.03% 451
2025
Q1 		$301K Buy
1,902
+55
+3% +$10.6K 0.04% 416
2024
Q4 		$342K Buy
1,847
+4
+0.2% +$635 0.04% 415
2024
Q3 		$286K Buy
1,843
+117
+7% +$16.8K 0.04% 421
2024
Q2 		$244K Buy
1,726
+62
+4% +$9.24K 0.04% 417
2024
Q1 		$264K Sell
1,664
-840
-34% -$97.5K 0.04% 397
2023
Q4 		$253K Buy
+2,504
New +$217K 0.05% 382

Other funds holding WSM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Linden Thomas Advisory Services's WSM Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its Williams-Sonoma (WSM) stake by 0.07% in Q3 2026, selling an estimated $231 and leaving 1,410 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #473.

Linden Thomas Advisory Services first reported a position in WSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $342K in Q4 2024. 559 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Linden Thomas Advisory Services held 1,410 shares of Williams-Sonoma worth $321K as of Q3 2026.
  • Linden Thomas Advisory Services sold 1 Williams-Sonoma share in Q3 2026, an estimated $231.
  • Williams-Sonoma made up 0.03% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #473 holding.
  • Linden Thomas Advisory Services first reported a position in Williams-Sonoma in Q4 2023 and has held it in 12 quarters since.
  • Linden Thomas Advisory Services's Williams-Sonoma position peaked at $342K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.