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Moran Wealth Management’s Williams-Sonoma WSM Stock Holding History

Moran Wealth 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
Q2 		$37.8M Sell
162,177
-10,383
-6% -$2.06M 1.03% 10
2026
Q1 		$31.5M Sell
172,560
-25,393
-13% -$5.07M 0.96% 11
2025
Q4 		$35.4M Sell
197,953
-14,711
-7% -$2.76M 1.08% 11
2025
Q3 		$41.6M Sell
212,664
-10,370
-5% -$1.98M 1.25% 11
2025
Q2 		$36.4M Sell
223,034
-61,801
-22% -$9.7M 1.12% 13
2025
Q1 		$45M Sell
284,835
-28,118
-9% -$5.43M 1.51% 4
2024
Q4 		$58M Buy
312,953
+4,623
+1% +$734K 1.85% 3
2024
Q3 		$47.8M Sell
308,330
-13,192
-4% -$1.89M 1.47% 6
2024
Q2 		$45.4M Sell
321,522
-16,332
-5% -$2.43M 1.49% 8
2024
Q1 		$53.6M Sell
337,854
-20,572
-6% -$2.39M 1.74% 4
2023
Q4 		$36.2M Sell
358,426
-25,350
-7% -$2.19M 1.29% 7
2023
Q3 		$29.8M Sell
383,776
-1,292
-0.3% -$89K 1.15% 13
2023
Q2 		$24.1M Sell
385,068
-1,184
-0.3% -$70.6K 0.9% 19
2023
Q1 		$23.5M Buy
386,252
+32,732
+9% +$2.04M 0.89% 23
2022
Q4 		$20.3M Buy
+353,520
New +$21.2M 0.77% 30

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

Moran Wealth Management's WSM Position: Q2 2026 in Review

Moran Wealth Management reduced its Williams-Sonoma (WSM) stake by 6% in Q2 2026, selling an estimated $2.06M and leaving 162,177 shares worth $37.8M. The position accounts for 1.03% of the portfolio, ranked #10.

Moran Wealth Management first reported a position in WSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $58M in Q4 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Moran Wealth Management held 162,177 shares of Williams-Sonoma worth $37.8M as of Q2 2026.
  • Moran Wealth Management sold 10,383 Williams-Sonoma shares in Q2 2026, an estimated $2.06M.
  • Williams-Sonoma made up 1.03% of Moran Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Moran Wealth Management first reported a position in Williams-Sonoma in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Williams-Sonoma position peaked at $58M in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.