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Marquette Asset Management’s Williams-Sonoma WSM Stock Holding History

Marquette Asset Management’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 		$2.28K Hold
10
– – ﹤0.01% 510
2026
Q2 		$2.33K Buy
+10
New +$1.98K ﹤0.01% 570
2025
Q4 		– Sell
-13
Closed -$2.54K – 889
2025
Q3 		$2.54K Buy
+13
New +$2.48K ﹤0.01% 480

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Marquette Asset Management's WSM Position: Q3 2026 in Review

Marquette Asset Management held its Williams-Sonoma (WSM) position steady in Q3 2026 at 10 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Marquette Asset Management first reported a position in WSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.54K in Q3 2025. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Marquette Asset Management held 10 shares of Williams-Sonoma worth $2.28K as of Q3 2026.
  • Marquette Asset Management left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #510 holding.
  • Marquette Asset Management first reported a position in Williams-Sonoma in Q3 2025 and has held it in 3 quarters since.
  • Marquette Asset Management's Williams-Sonoma position peaked at $2.54K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.