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 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

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 $3.37T AUM 44.26% 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

Sheets Smith Wealth Management's WSM Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Williams-Sonoma (WSM) stake by 49% in Q2 2026, selling an estimated $1.36M and leaving 7,037 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #131.

Sheets Smith Wealth Management first reported a position in WSM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.86M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Sheets Smith Wealth Management held 7,037 shares of Williams-Sonoma worth $1.64M as of Q2 2026.
Sheets Smith Wealth Management sold 6,855 Williams-Sonoma shares in Q2 2026, an estimated $1.36M.
Williams-Sonoma made up 0.16% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #131 holding.
Sheets Smith Wealth Management first reported a position in Williams-Sonoma in Q3 2022 and has held it in 16 quarters since.
Sheets Smith Wealth Management's Williams-Sonoma position peaked at $3.86M in Q1 2024.
1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.