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Procyon Advisors’s Williams-Sonoma WSM Stock Holding History

Procyon 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 		$472K Buy
2,023
+380
+23% +$75.3K 0.02% 369
2026
Q1 		$300K Sell
1,643
-115
-7% -$23K 0.01% 464
2025
Q4 		$314K Buy
1,758
+29
+2% +$5.43K 0.02% 425
2025
Q3 		$338K Buy
1,729
+335
+24% +$64K 0.02% 386
2025
Q2 		$228K Sell
1,394
-90
-6% -$14.1K 0.02% 429
2025
Q1 		$235K Buy
+1,484
New +$287K 0.01% 532
2020
Q3 		– Sell
-18
Closed -$1K – 1066
2020
Q2 		$1K Hold
18
– – ﹤0.01% 1037
2020
Q1 		$0 Buy
+18
New +$572 ﹤0.01% 1181

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

Procyon Advisors's WSM Position: Q2 2026 in Review

Procyon Advisors increased its Williams-Sonoma (WSM) stake by 23% in Q2 2026, buying an estimated $75.3K and bringing the position to 2,023 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #369.

Procyon Advisors first reported a position in WSM in Q1 2020 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Procyon Advisors held 2,023 shares of Williams-Sonoma worth $472K as of Q2 2026.
  • Procyon Advisors bought 380 Williams-Sonoma shares in Q2 2026, an estimated $75.3K.
  • Williams-Sonoma made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #369 holding.
  • Procyon Advisors first reported a position in Williams-Sonoma in Q1 2020 and has held it in 8 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.