Naples Global Advisors’s Williams-Sonoma WSM Stock Holding History

Naples Global 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	$838K	Buy	3,596 +18	+0.5%	+$3.57K	0.05%	268
2026 Q1	$652K	Hold	3,578	–	–	0.05%	287
2025 Q4	$639K	Hold	3,578	–	–	0.05%	288
2025 Q3	$699K	Sell	3,578 -164	-4%	-$31.3K	0.05%	279
2025 Q2	$611K	Buy	3,742 +584	+18%	+$91.7K	0.05%	279
2025 Q1	$499K	Hold	3,158	–	–	0.05%	295
2024 Q4	$585K	Hold	3,158	–	–	0.05%	273
2024 Q3	$489K	Sell	3,158 -350	-10%	-$50.2K	0.05%	295
2024 Q2	$495K	Sell	3,508 -1,000	-22%	-$149K	0.05%	283
2024 Q1	$716K	Sell	4,508 -24	-0.5%	-$2.79K	0.07%	253
2023 Q4	$457K	Buy	4,532 +24	+0.5%	+$2.08K	0.05%	291
2023 Q3	$350K	Hold	4,508	–	–	0.04%	318
2023 Q2	$282K	Hold	4,508	–	–	0.03%	348
2023 Q1	$274K	Hold	4,508	–	–	0.03%	346
2022 Q4	$259K	Hold	4,508	–	–	0.03%	349
2022 Q3	$266K	Buy	4,508 +104	+2%	+$7.38K	0.04%	331
2022 Q2	$244K	Buy	4,404 +4	+0.1%	+$259	0.03%	346
2022 Q1	$319K	Hold	4,400	–	–	0.04%	328
2021 Q4	$372K	Hold	4,400	–	–	0.04%	316
2021 Q3	$390K	Sell	4,400 -1,600	-27%	-$135K	0.05%	305
2021 Q2	$479K	Hold	6,000	–	–	0.07%	268
2021 Q1	$538K	Hold	6,000	–	–	0.08%	253
2020 Q4	$306K	Hold	6,000	–	–	0.05%	297
2020 Q3	$271K	Hold	6,000	–	–	0.05%	295
2020 Q2	$246K	Buy	+6,000	New	+$204K	0.05%	302

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

Naples Global Advisors's WSM Position: Q2 2026 in Review

Naples Global Advisors increased its Williams-Sonoma (WSM) stake by 0.5% in Q2 2026, buying an estimated $3.57K and bringing the position to 3,596 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #268.

Naples Global Advisors first reported a position in WSM in Q2 2020 and has held it in 25 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Naples Global Advisors held 3,596 shares of Williams-Sonoma worth $838K as of Q2 2026.
Naples Global Advisors bought 18 Williams-Sonoma shares in Q2 2026, an estimated $3.57K.
Williams-Sonoma made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #268 holding.
Naples Global Advisors first reported a position in Williams-Sonoma in Q2 2020 and has held it in 25 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.