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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Linden Thomas Advisory Services's WSM Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, buying an estimated $3.37K and bringing the position to 1,411 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #465.

Linden Thomas Advisory Services first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q4 2024. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Linden Thomas Advisory Services held 1,411 shares of Williams-Sonoma worth $329K as of Q2 2026.
  • Linden Thomas Advisory Services bought 17 Williams-Sonoma shares in Q2 2026, an estimated $3.37K.
  • Williams-Sonoma made up 0.03% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #465 holding.
  • Linden Thomas Advisory Services first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • Linden Thomas Advisory Services's Williams-Sonoma position peaked at $342K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.