Sheets Smith Wealth Management’s Williams-Sonoma WSM Stock Holding History

Sheets Smith Wealth Management’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	$1.59M	Sell	6,987 -50	-0.7%	-$11.5K	0.17%	121
2026 Q2	$1.64M	Sell	7,037 -6,855	-49%	-$1.36M	0.16%	131
2026 Q1	$2.53M	Sell	13,892 -337	-2%	-$67.3K	0.29%	80
2025 Q4	$2.54M	Buy	14,229 +1	+0%	+$187	0.28%	80
2025 Q3	$2.78M	Sell	14,228 -1,482	-9%	-$283K	0.31%	79
2025 Q2	$2.57M	Sell	15,710 -90	-0.6%	-$14.1K	0.3%	76
2025 Q1	$2.5M	Hold	15,800	–	–	0.31%	75
2024 Q4	$2.93M	Hold	15,800	–	–	0.36%	69
2024 Q3	$2.45M	Sell	15,800 -3,000	-16%	-$430K	0.3%	81
2024 Q2	$2.65M	Sell	18,800 -5,500	-23%	-$820K	0.32%	76
2024 Q1	$3.86M	Buy	24,300 +200	+0.8%	+$23.2K	0.43%	58
2023 Q4	$2.43M	Buy	24,100 +600	+3%	+$51.9K	0.35%	76
2023 Q3	$1.83M	Buy	23,500 +2,000	+9%	+$138K	0.28%	88
2023 Q2	$1.35M	Sell	21,500 -20,000	-48%	-$1.19M	0.2%	111
2023 Q1	$2.52M	Hold	41,500	–	–	0.39%	63
2022 Q4	$2.38M	Sell	41,500 -17,400	-30%	-$1.04M	0.37%	64
2022 Q3	$3.47M	Buy	+58,900	New	+$4.18M	0.58%	46

Other funds holding WSM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sheets Smith Wealth Management's WSM Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Williams-Sonoma (WSM) stake by 0.71% in Q3 2026, selling an estimated $11.5K and leaving 6,987 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #121.

Sheets Smith Wealth Management first reported a position in WSM in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.86M in Q1 2024. 124 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Sheets Smith Wealth Management held 6,987 shares of Williams-Sonoma worth $1.59M as of Q3 2026.
Sheets Smith Wealth Management sold 50 Williams-Sonoma shares in Q3 2026, an estimated $11.5K.
Williams-Sonoma made up 0.17% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #121 holding.
Sheets Smith Wealth Management first reported a position in Williams-Sonoma in Q3 2022 and has held it in 17 quarters since.
Sheets Smith Wealth Management's Williams-Sonoma position peaked at $3.86M in Q1 2024.
124 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.