Raymond James Financial’s Williams-Sonoma WSM Stock Holding History

Raymond James Financial’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	$49M	Sell	210,113 -5,013	-2%	-$994K	0.01%	947
2026 Q1	$39.1M	Sell	215,126 -52,567	-20%	-$10.5M	0.01%	1009
2025 Q4	$48M	Sell	267,693 -21,900	-8%	-$4.1M	0.01%	845
2025 Q3	$56.6M	Buy	289,593 +52,515	+22%	+$10M	0.02%	728
2025 Q2	$38.7M	Buy	237,078 +39,611	+20%	+$6.22M	0.01%	921
2025 Q1	$31.2M	Sell	197,467 -17,285	-8%	-$3.34M	0.01%	999
2024 Q4	$39.8M	Buy	+214,752	New	+$34.1M	0.01%	862

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial's WSM Position: Q2 2026 in Review

Raymond James Financial reduced its Williams-Sonoma (WSM) stake by 2.3% in Q2 2026, selling an estimated $994K and leaving 210,113 shares worth $49M. The position accounts for 0.01% of the portfolio, ranked #947.

Raymond James Financial first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.6M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Raymond James Financial held 210,113 shares of Williams-Sonoma worth $49M as of Q2 2026.
Raymond James Financial sold 5,013 Williams-Sonoma shares in Q2 2026, an estimated $994K.
Williams-Sonoma made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #947 holding.
Raymond James Financial first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Williams-Sonoma position peaked at $56.6M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.