Salem Investment Counselors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.8K | Sell |
115
-35
| -23% | -$6.94K | ﹤0.01% | 721 |
|
|
2026
Q1 | $27.4K | Buy |
+150
| New | +$29.9K | ﹤0.01% | 700 |
|
|
2025
Q4 | – | Sell |
-325
| Closed | -$63.5K | – | 1156 |
|
|
2025
Q3 | $63.5K | Buy |
325
+245
| +306% | +$46.8K | ﹤0.01% | 553 |
|
|
2025
Q2 | $13.1K | Hold |
80
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $12.6K | Hold |
80
| – | – | ﹤0.01% | 799 |
|
|
2024
Q4 | $14.8K | Hold |
80
| – | – | ﹤0.01% | 778 |
|
|
2024
Q3 | $12.4K | Sell |
80
-29,250
| -100% | -$4.2M | ﹤0.01% | 817 |
|
|
2024
Q2 | $4.14M | Sell |
29,330
-480
| -2% | -$71.5K | 0.13% | 99 |
|
|
2024
Q1 | $4.73M | Sell |
29,810
-320
| -1% | -$37.1K | 0.16% | 93 |
|
|
2023
Q4 | $3.04M | Sell |
30,130
-900
| -3% | -$77.9K | 0.1% | 110 |
|
|
2023
Q3 | $2.41M | Sell |
31,030
-200
| -0.6% | -$13.8K | 0.09% | 116 |
|
|
2023
Q2 | $1.95M | Buy |
31,230
+300
| +1% | +$17.9K | 0.07% | 131 |
|
|
2023
Q1 | $1.88M | Buy |
30,930
+16,550
| +115% | +$1.03M | 0.08% | 132 |
|
|
2022
Q4 | $826K | Sell |
14,380
-15,452
| -52% | -$928K | 0.04% | 197 |
|
|
2022
Q3 | $1.76M | Buy |
29,832
+8,350
| +39% | +$593K | 0.08% | 133 |
|
|
2022
Q2 | $1.19M | Sell |
21,482
-148
| -0.7% | -$9.57K | 0.05% | 164 |
|
|
2022
Q1 | $1.57M | Buy |
21,630
+8,950
| +71% | +$677K | 0.06% | 159 |
|
|
2021
Q4 | $1.07M | Buy |
12,680
+12,600
| +15,750% | +$1.17M | 0.04% | 183 |
|
|
2021
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 730 |
|
|
2020
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 635 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 634 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 642 |
|
|
2019
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 603 |
|
|
2019
Q2 | $3K | Buy |
+80
| New | +$2.29K | ﹤0.01% | 624 |
|
|
2018
Q3 | – | Sell |
-80
| Closed | -$2K | – | 532 |
|
|
2018
Q2 | $2K | Buy |
+80
| New | +$2.14K | ﹤0.01% | 504 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$2K | – | 571 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 526 |
|
|
2017
Q3 | $2K | Sell |
80
-1,000
| -93% | -$23.2K | ﹤0.01% | 529 |
|
|
2017
Q2 | $26K | Hold |
1,080
| – | – | ﹤0.01% | 380 |
|
|
2017
Q1 | $29K | Hold |
1,080
| – | – | ﹤0.01% | 432 |
|
|
2016
Q4 | $26K | Hold |
1,080
| – | – | ﹤0.01% | 417 |
|
|
2016
Q3 | $276 | Buy |
+1,080
| New | +$28.2K | ﹤0.01% | 357 |
|
Other funds holding WSM
VF
BTW
MWM
Salem Investment Counselors's WSM Position: Q2 2026 in Review
Salem Investment Counselors reduced its Williams-Sonoma (WSM) stake by 23% in Q2 2026, selling an estimated $6.94K and leaving 115 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #721.
Salem Investment Counselors first reported a position in WSM in Q3 2016 and has held it in 35 quarters since. The position peaked at $4.73M in Q1 2024. 399 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Salem Investment Counselors held 115 shares of Williams-Sonoma worth $26.8K as of Q2 2026.
- Salem Investment Counselors sold 35 Williams-Sonoma shares in Q2 2026, an estimated $6.94K.
- Williams-Sonoma made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #721 holding.
- Salem Investment Counselors first reported a position in Williams-Sonoma in Q3 2016 and has held it in 35 quarters since.
- Salem Investment Counselors's Williams-Sonoma position peaked at $4.73M in Q1 2024.
- 399 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.