Quantum Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Quantum Financial 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	$347K	Hold	1,490	–	–	0.03%	162
2026 Q1	$272K	Sell	1,490 -13	-0.9%	-$2.6K	0.03%	178
2025 Q4	$268K	Buy	1,503 +1	+0.1%	+$187	0.03%	170
2025 Q3	$294K	Hold	1,502	–	–	0.04%	142
2025 Q2	$245K	Sell	1,502 -1	-0.1%	-$157	0.03%	154
2025 Q1	$238K	Buy	1,503 +1	+0.1%	+$193	0.04%	148
2024 Q4	$278K	Sell	1,502 -6	-0.4%	-$952	0.04%	132
2024 Q3	$234K	Hold	1,508	–	–	0.04%	159
2024 Q2	$213K	Hold	1,508	–	–	0.04%	156
2024 Q1	$239K	Buy	+1,508	New	+$175K	0.04%	146

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

Quantum Financial Advisors's WSM Position: Q2 2026 in Review

Quantum Financial Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,490 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #162.

Quantum Financial Advisors first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Quantum Financial Advisors held 1,490 shares of Williams-Sonoma worth $347K as of Q2 2026.
Quantum Financial Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #162 holding.
Quantum Financial Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.