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Savvy Advisors Inc’s Williams-Sonoma WSM Stock Holding History

Savvy Advisors Inc’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 		$229K Buy
+983
New +$195K ﹤0.01% 1117
2025
Q4 		– Sell
-1,379
Closed -$270K – 1086
2025
Q3 		$270K Sell
1,379
-55
-4% -$10.5K 0.01% 663
2025
Q2 		$234K Sell
1,434
-32
-2% -$5.02K 0.02% 548
2025
Q1 		$232K Buy
1,466
+51
+4% +$9.86K 0.02% 449
2024
Q4 		$262K Buy
1,415
+8
+0.6% +$1.27K 0.03% 368
2024
Q3 		$218K Buy
+1,407
New +$202K 0.04% 320

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Savvy Advisors Inc's WSM Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Williams-Sonoma (WSM) in Q2 2026: 983 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in WSM as recently as Q3 2025.

Savvy Advisors Inc first reported a position in WSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $270K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Savvy Advisors Inc held 983 shares of Williams-Sonoma worth $229K as of Q2 2026.
  • Williams-Sonoma was a new Savvy Advisors Inc position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1117 holding.
  • Savvy Advisors Inc first reported a position in Williams-Sonoma in Q3 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Williams-Sonoma position peaked at $270K in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.