LPL Financial’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 | $17.9M | Sell |
76,834
-6,564
| -8% | -$1.3M | ﹤0.01% | 1650 |
|
|
2026
Q1 | $15.2M | Buy |
83,398
+3,032
| +4% | +$605K | ﹤0.01% | 1672 |
|
|
2025
Q4 | $14.4M | Buy |
80,366
+4,045
| +5% | +$758K | ﹤0.01% | 1638 |
|
|
2025
Q3 | $14.9M | Buy |
76,321
+4,232
| +6% | +$809K | ﹤0.01% | 1565 |
|
|
2025
Q2 | $11.8M | Buy |
72,089
+10,429
| +17% | +$1.64M | ﹤0.01% | 1605 |
|
|
2025
Q1 | $9.75M | Buy |
61,660
+2,688
| +5% | +$519K | ﹤0.01% | 1627 |
|
|
2024
Q4 | $10.9M | Sell |
58,972
-479
| -0.8% | -$76K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $9.21M | Sell |
59,451
-2,221
| -4% | -$319K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $8.71M | Buy |
61,672
+184
| +0.3% | +$27.4K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $9.76M | Sell |
61,488
-12,546
| -17% | -$1.46M | 0.01% | 1346 |
|
|
2023
Q4 | $7.47M | Sell |
74,034
-9,972
| -12% | -$863K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $6.53M | Buy |
84,006
+19,906
| +31% | +$1.37M | ﹤0.01% | 1443 |
|
|
2023
Q2 | $4.01M | Buy |
64,100
+2,192
| +4% | +$131K | ﹤0.01% | 1715 |
|
|
2023
Q1 | $3.77M | Buy |
61,908
+12,848
| +26% | +$802K | ﹤0.01% | 1687 |
|
|
2022
Q4 | $2.82M | Sell |
49,060
-2,396
| -5% | -$144K | ﹤0.01% | 1815 |
|
|
2022
Q3 | $3.03M | Sell |
51,456
-20,478
| -28% | -$1.45M | ﹤0.01% | 1703 |
|
|
2022
Q2 | $3.99M | Sell |
71,934
-28,574
| -28% | -$1.85M | ﹤0.01% | 1548 |
|
|
2022
Q1 | $7.29M | Buy |
100,508
+19,196
| +24% | +$1.45M | 0.01% | 1190 |
|
|
2021
Q4 | $6.88M | Buy |
81,312
+9,796
| +14% | +$913K | 0.01% | 1242 |
|
|
2021
Q3 | $6.34M | Sell |
71,516
-796
| -1% | -$67.3K | 0.01% | 1229 |
|
|
2021
Q2 | $5.77M | Buy |
72,312
+19,462
| +37% | +$1.66M | 0.01% | 1241 |
|
|
2021
Q1 | $4.74M | Buy |
52,850
+5,826
| +12% | +$393K | 0.01% | 1268 |
|
|
2020
Q4 | $2.39M | Buy |
47,024
+1,578
| +3% | +$80.8K | ﹤0.01% | 1559 |
|
|
2020
Q3 | $2.06M | Buy |
45,446
+25,712
| +130% | +$1.14M | ﹤0.01% | 1434 |
|
|
2020
Q2 | $809K | Buy |
19,734
+7,262
| +58% | +$247K | ﹤0.01% | 2003 |
|
|
2020
Q1 | $265K | Sell |
12,472
-50,230
| -80% | -$1.6M | ﹤0.01% | 2596 |
|
|
2019
Q4 | $2.3M | Buy |
62,702
+20
| +0% | +$695 | ﹤0.01% | 1265 |
|
|
2019
Q3 | $2.13M | Sell |
62,682
-34,764
| -36% | -$1.15M | ﹤0.01% | 1219 |
|
|
2019
Q2 | $3.17M | Buy |
97,446
+85,132
| +691% | +$2.44M | 0.01% | 990 |
|
|
2019
Q1 | $346K | Sell |
12,314
-390
| -3% | -$10.8K | ﹤0.01% | 2523 |
|
|
2018
Q4 | $320K | Sell |
12,704
-430
| -3% | -$12.3K | ﹤0.01% | 2412 |
|
|
2018
Q3 | $432K | Sell |
13,134
-2,028
| -13% | -$64.3K | ﹤0.01% | 2357 |
|
|
2018
Q2 | $465K | Sell |
15,162
-1,550
| -9% | -$41.5K | ﹤0.01% | 2258 |
|
|
2018
Q1 | $441K | Buy |
16,712
+3,142
| +23% | +$83.1K | ﹤0.01% | 2268 |
|
|
2017
Q4 | $351K | Buy |
13,570
+2,748
| +25% | +$70K | ﹤0.01% | 2358 |
|
|
2017
Q3 | $270K | Sell |
10,822
-3,180
| -23% | -$73.9K | ﹤0.01% | 2451 |
|
|
2017
Q2 | $340K | Buy |
+14,002
| New | +$357K | ﹤0.01% | 2176 |
|
|
2016
Q2 | – | Sell |
-24,622
| Closed | -$685K | – | 3005 |
|
|
2016
Q1 | $685K | Sell |
24,622
-14,856
| -38% | -$403K | ﹤0.01% | 1953 |
|
|
2015
Q4 | $1.14M | Buy |
39,478
+15,946
| +68% | +$546K | ﹤0.01% | 1577 |
|
|
2015
Q3 | $919K | Buy |
23,532
+216
| +0.9% | +$8.79K | 0.01% | 1297 |
|
|
2015
Q2 | $966K | Buy |
23,316
+2,774
| +14% | +$109K | ﹤0.01% | 1395 |
|
|
2015
Q1 | $809K | Buy |
20,542
+480
| +2% | +$19K | ﹤0.01% | 1513 |
|
|
2014
Q4 | $759K | Buy |
20,062
+3,370
| +20% | +$117K | ﹤0.01% | 1506 |
|
|
2014
Q3 | $547K | Sell |
16,692
-4,020
| -19% | -$139K | ﹤0.01% | 1714 |
|
|
2014
Q2 | $743K | Sell |
20,712
-380
| -2% | -$12.5K | ﹤0.01% | 1532 |
|
|
2014
Q1 | $703K | Buy |
21,092
+4,430
| +27% | +$129K | ﹤0.01% | 1491 |
|
|
2013
Q4 | $486K | Buy |
16,662
+406
| +2% | +$11.4K | ﹤0.01% | 1746 |
|
|
2013
Q3 | $433K | Sell |
16,256
-33,478
| -67% | -$970K | ﹤0.01% | 1752 |
|
|
2013
Q2 | $1.39M | Buy |
+49,734
| New | +$1.34M | 0.01% | 927 |
|
Other funds holding WSM
LPL Financial's WSM Position: Q2 2026 in Review
LPL Financial reduced its Williams-Sonoma (WSM) stake by 7.9% in Q2 2026, selling an estimated $1.3M and leaving 76,834 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.
LPL Financial first reported a position in WSM in Q2 2013 and has held it in 49 quarters since. 577 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- LPL Financial held 76,834 shares of Williams-Sonoma worth $17.9M as of Q2 2026.
- LPL Financial sold 6,564 Williams-Sonoma shares in Q2 2026, an estimated $1.3M.
- Williams-Sonoma made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1650 holding.
- LPL Financial first reported a position in Williams-Sonoma in Q2 2013 and has held it in 49 quarters since.
- 577 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.