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MCF Advisors’s Williams-Sonoma WSM Stock Holding History

MCF 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
2026
Q2 		$1.15M Hold
4,944
– – 0.04% 179
2026
Q1 		$901K Buy
4,944
+4,860
+5,786% +$970K 0.04% 187
2025
Q4 		$15K Hold
84
– – ﹤0.01% 746
2025
Q3 		$16.4K Hold
84
– – ﹤0.01% 615
2025
Q2 		$13.7K Hold
84
– – ﹤0.01% 602
2025
Q1 		$13.3K Hold
84
– – ﹤0.01% 609
2024
Q4 		$15.6K Hold
84
– – ﹤0.01% 595
2024
Q3 		$13K Sell
84
-8
-9% -$1.15K ﹤0.01% 612
2024
Q2 		$13K Hold
92
– – ﹤0.01% 605
2024
Q1 		$14.6K Sell
92
-158
-63% -$18.3K ﹤0.01% 577
2023
Q4 		$25.2K Buy
+250
New +$21.6K ﹤0.01% 472
2020
Q3 		– Sell
-232
Closed -$10K – 513
2020
Q2 		$10K Hold
232
– – ﹤0.01% 372
2020
Q1 		$5K Buy
+232
New +$7.37K ﹤0.01% 406

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCF Advisors's WSM Position: Q2 2026 in Review

MCF Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 4,944 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #179.

MCF Advisors first reported a position in WSM in Q1 2020 and has held it in 13 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • MCF Advisors held 4,944 shares of Williams-Sonoma worth $1.15M as of Q2 2026.
  • MCF Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.04% of MCF Advisors's portfolio in Q2 2026, its #179 holding.
  • MCF Advisors first reported a position in Williams-Sonoma in Q1 2020 and has held it in 13 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.