Savant Capital’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
$221K Buy
+1,048
New +$208K ﹤0.01% 1688
2025
Q1
– Sell
-1,272
Closed -$236K – 1446
2024
Q4
$236K Sell
1,272
-130
-9% -$20.6K ﹤0.01% 1240
2024
Q3
$217K Buy
+1,402
New +$201K ﹤0.01% 1246

Other funds holding WSM

Savant Capital's WSM Position: Q2 2026 in Review

Savant Capital opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,048 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings. This is a return to the name: Savant Capital previously reported a position in WSM as recently as Q4 2024.

Savant Capital first reported a position in WSM in Q3 2024 and has held it in 3 quarters since. The position peaked at $236K in Q4 2024. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Savant Capital held 1,048 shares of Williams-Sonoma worth $221K as of Q2 2026.
  • Williams-Sonoma was a new Savant Capital position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1688 holding.
  • Savant Capital first reported a position in Williams-Sonoma in Q3 2024 and has held it in 3 quarters since.
  • Savant Capital's Williams-Sonoma position peaked at $236K in Q4 2024.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.