Merit Financial Group’s Williams-Sonoma WSM Stock Holding History

Merit Financial Group’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	$791K	Sell	3,394 -917	-21%	-$182K	﹤0.01%	1204
2026 Q1	$786K	Buy	4,311 +481	+13%	+$96K	0.01%	1107
2025 Q4	$684K	Sell	3,830 -633	-14%	-$119K	0.01%	1117
2025 Q3	$872K	Buy	4,463 +2	+0%	+$382	0.01%	923
2025 Q2	$729K	Sell	4,461 -3,195	-42%	-$502K	0.01%	929
2025 Q1	$1.21M	Buy	7,656 +517	+7%	+$99.9K	0.02%	590
2024 Q4	$1.32M	Buy	+7,139	New	+$1.13M	0.02%	435
2024 Q3	–	Sell	-6,132	Closed	-$866K	–	974
2024 Q2	$866K	Buy	+6,132	New	+$914K	0.02%	452

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Merit Financial Group's WSM Position: Q2 2026 in Review

Merit Financial Group reduced its Williams-Sonoma (WSM) stake by 21% in Q2 2026, selling an estimated $182K and leaving 3,394 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Merit Financial Group first reported a position in WSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q4 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Merit Financial Group held 3,394 shares of Williams-Sonoma worth $791K as of Q2 2026.
Merit Financial Group sold 917 Williams-Sonoma shares in Q2 2026, an estimated $182K.
Williams-Sonoma made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1204 holding.
Merit Financial Group first reported a position in Williams-Sonoma in Q2 2024 and has held it in 8 quarters since.
Merit Financial Group's Williams-Sonoma position peaked at $1.32M in Q4 2024.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.