Sowell Financial Services’s Williams-Sonoma WSM Stock Holding History

Sowell Financial Services’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	$1M	Sell	4,291 -58	-1%	-$11.5K	0.03%	464
2026 Q1	$793K	Buy	4,349 +133	+3%	+$26.6K	0.03%	503
2025 Q4	$753K	Buy	4,216 +99	+2%	+$18.5K	0.03%	514
2025 Q3	$805K	Sell	4,117 -301	-7%	-$57.5K	0.03%	490
2025 Q2	$722K	Buy	4,418 +260	+6%	+$40.8K	0.03%	509
2025 Q1	$657K	Buy	+4,158	New	+$804K	0.03%	520
2021 Q2	–	Sell	-5,176	Closed	-$474K	–	2754
2021 Q1	$474K	Buy	5,176 +1,162	+29%	+$78.4K	0.02%	660
2020 Q4	$204K	Hold	4,014	–	–	0.01%	829
2020 Q3	$182K	Hold	4,014	–	–	0.01%	764
2020 Q2	$165K	Hold	4,014	–	–	0.01%	792
2020 Q1	$85K	Sell	4,014 -1,848	-32%	-$58.7K	0.01%	898
2019 Q4	$215K	Hold	5,862	–	–	0.02%	690
2019 Q3	$199K	Buy	+5,862	New	+$194K	0.02%	647

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

Sowell Financial Services's WSM Position: Q2 2026 in Review

Sowell Financial Services reduced its Williams-Sonoma (WSM) stake by 1.3% in Q2 2026, selling an estimated $11.5K and leaving 4,291 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #464.

Sowell Financial Services first reported a position in WSM in Q3 2019 and has held it in 13 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Sowell Financial Services held 4,291 shares of Williams-Sonoma worth $1M as of Q2 2026.
Sowell Financial Services sold 58 Williams-Sonoma shares in Q2 2026, an estimated $11.5K.
Williams-Sonoma made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #464 holding.
Sowell Financial Services first reported a position in Williams-Sonoma in Q3 2019 and has held it in 13 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.