Quantum Financial Advisors
WSM icon

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
Q3 		$349K Buy
1,532
+42
+3% +$9.7K 0.03% 165
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Quantum Financial Advisors's WSM Position: Q3 2026 in Review

Quantum Financial Advisors increased its Williams-Sonoma (WSM) stake by 2.8% in Q3 2026, buying an estimated $9.7K and bringing the position to 1,532 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #165.

Quantum Financial Advisors first reported a position in WSM in Q1 2024 and has held it in 11 quarters since. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Quantum Financial Advisors held 1,532 shares of Williams-Sonoma worth $349K as of Q3 2026.
  • Quantum Financial Advisors bought 42 Williams-Sonoma shares in Q3 2026, an estimated $9.7K.
  • Williams-Sonoma made up 0.03% of Quantum Financial Advisors's portfolio in Q3 2026, its #165 holding.
  • Quantum Financial Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 11 quarters since.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.