Mutual Advisors’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
$369K Buy
1,583
+305
+24% +$60.4K 0.01% 1100
2026
Q1
$233K Sell
1,278
-103
-7% -$20.6K 0.01% 1222
2025
Q4
$247K Buy
1,381
+56
+4% +$10.5K 0.01% 1174
2025
Q3
$249K Buy
1,325
+36
+3% +$6.88K 0.01% 1132
2025
Q2
$234K Buy
+1,289
New +$202K 0.01% 1075
2025
Q1
Sell
-1,297
Closed -$258K 1169
2024
Q4
$258K Buy
+1,297
New +$206K 0.01% 938
2023
Q3
Sell
-3,208
Closed -$201K 1060
2023
Q2
$201K Buy
+3,208
New +$191K 0.01% 949

Other funds holding WSM

Mutual Advisors's WSM Position: Q2 2026 in Review

Mutual Advisors increased its Williams-Sonoma (WSM) stake by 24% in Q2 2026, buying an estimated $60.4K and bringing the position to 1,583 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1100.

Mutual Advisors first reported a position in WSM in Q2 2023 and has held it in 7 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Mutual Advisors held 1,583 shares of Williams-Sonoma worth $369K as of Q2 2026.
  • Mutual Advisors bought 305 Williams-Sonoma shares in Q2 2026, an estimated $60.4K.
  • Williams-Sonoma made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1100 holding.
  • Mutual Advisors first reported a position in Williams-Sonoma in Q2 2023 and has held it in 7 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.