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Prime Capital Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Prime Capital Investment 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 		$458K Buy
1,967
+392
+25% +$77.7K ﹤0.01% 719
2026
Q1 		$287K Buy
1,575
+24
+2% +$4.79K ﹤0.01% 847
2025
Q4 		$277K Sell
1,551
-623
-29% -$117K ﹤0.01% 845
2025
Q3 		$425K Sell
2,174
-54
-2% -$10.3K 0.01% 690
2025
Q2 		$364K Sell
2,228
-644
-22% -$101K ﹤0.01% 704
2025
Q1 		$454K Buy
2,872
+603
+27% +$117K 0.01% 705
2024
Q4 		$420K Buy
2,269
+27
+1% +$4.28K 0.01% 617
2024
Q3 		$347K Sell
2,242
-66
-3% -$9.47K ﹤0.01% 685
2024
Q2 		$326K Sell
2,308
-1,030
-31% -$154K ﹤0.01% 701
2024
Q1 		$530K Buy
3,338
+178
+6% +$20.7K 0.01% 609
2023
Q4 		$319K Sell
3,160
-298
-9% -$25.8K ﹤0.01% 718
2023
Q3 		$269K Buy
+3,458
New +$238K 0.01% 614
2019
Q4 		– Sell
-46,804
Closed -$1.59M – 656
2019
Q3 		$1.59M Buy
+46,804
New +$1.55M 0.25% 100
2019
Q1 		– Sell
-126
Closed -$3K – 474
2018
Q4 		$3K Buy
+126
New +$3.6K ﹤0.01% 320

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Prime Capital Investment Advisors's WSM Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Williams-Sonoma (WSM) stake by 25% in Q2 2026, buying an estimated $77.7K and bringing the position to 1,967 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Prime Capital Investment Advisors first reported a position in WSM in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.59M in Q3 2019. 720 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Prime Capital Investment Advisors held 1,967 shares of Williams-Sonoma worth $458K as of Q2 2026.
  • Prime Capital Investment Advisors bought 392 Williams-Sonoma shares in Q2 2026, an estimated $77.7K.
  • Williams-Sonoma made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #719 holding.
  • Prime Capital Investment Advisors first reported a position in Williams-Sonoma in Q4 2018 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Williams-Sonoma position peaked at $1.59M in Q3 2019.
  • 720 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.