Princeton Global Asset Management’s Williams-Sonoma WSM Stock Holding History

Princeton Global Asset 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	$536K	Hold	2,300	–	–	0.08%	137
2026 Q1	$419K	Hold	2,300	–	–	0.07%	145
2025 Q4	$411K	Hold	2,300	–	–	0.07%	147
2025 Q3	$450K	Hold	2,300	–	–	0.07%	138
2025 Q2	$376K	Sell	2,300 -64	-3%	-$10K	0.07%	143
2025 Q1	$374K	Hold	2,364	–	–	0.07%	143
2024 Q4	$438K	Buy	2,364 +2,300	+3,594%	+$365K	0.08%	139
2024 Q3	$9.91K	Hold	64	–	–	﹤0.01%	495
2024 Q2	$9.04K	Hold	64	–	–	﹤0.01%	468
2024 Q1	$10.2K	Hold	64	–	–	﹤0.01%	432
2023 Q4	$6.46K	Hold	64	–	–	﹤0.01%	476
2023 Q3	$4.97K	Hold	64	–	–	﹤0.01%	472
2023 Q2	$4K	Hold	64	–	–	﹤0.01%	481
2023 Q1	$3.89K	Hold	64	–	–	﹤0.01%	491
2022 Q4	$4K	Hold	64	–	–	﹤0.01%	481
2022 Q3	$4K	Sell	64 -3,750	-98%	-$266K	﹤0.01%	476
2022 Q2	$212K	Sell	3,814 -640	-14%	-$41.4K	0.07%	155
2022 Q1	$323K	Sell	4,454 -1,976	-31%	-$150K	0.09%	135
2021 Q4	$544K	Buy	+6,430	New	+$599K	0.15%	117

Other funds holding WSM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Princeton Global Asset Management's WSM Position: Q2 2026 in Review

Princeton Global Asset Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 2,300 shares worth $536K. The position accounts for 0.08% of the portfolio, ranked #137.

Princeton Global Asset Management first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $544K in Q4 2021. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Princeton Global Asset Management held 2,300 shares of Williams-Sonoma worth $536K as of Q2 2026.
Princeton Global Asset Management left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #137 holding.
Princeton Global Asset Management first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
Princeton Global Asset Management's Williams-Sonoma position peaked at $544K in Q4 2021.
128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.