Steward Partners Investment Advisory’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
Q1 | $924K | Sell |
5,069
-114
| -2% | -$22.8K | ﹤0.01% | 1200 |
|
|
2025
Q4 | $926K | Sell |
5,183
-58
| -1% | -$10.9K | 0.01% | 1107 |
|
|
2025
Q3 | $1.02M | Buy |
5,241
+8
| +0.2% | +$1.53K | 0.01% | 1038 |
|
|
2025
Q2 | $855K | Sell |
5,233
-987
| -16% | -$155K | 0.01% | 1053 |
|
|
2025
Q1 | $983K | Sell |
6,220
-764
| -11% | -$148K | 0.01% | 931 |
|
|
2024
Q4 | $1.29M | Sell |
6,984
-1,599
| -19% | -$254K | 0.01% | 788 |
|
|
2024
Q3 | $1.33M | Sell |
8,583
-1,273
| -13% | -$183K | 0.01% | 757 |
|
|
2024
Q2 | $1.39M | Sell |
9,856
-484
| -5% | -$72.1K | 0.01% | 702 |
|
|
2024
Q1 | $1.64M | Buy |
10,340
+2,868
| +38% | +$333K | 0.02% | 635 |
|
|
2023
Q4 | $754K | Buy |
7,472
+268
| +4% | +$23.2K | 0.01% | 828 |
|
|
2023
Q3 | $560K | Buy |
7,204
+1,834
| +34% | +$126K | 0.01% | 882 |
|
|
2023
Q2 | $336K | Sell |
5,370
-358
| -6% | -$21.3K | 0.01% | 1079 |
|
|
2023
Q1 | $348K | Sell |
5,728
-72
| -1% | -$4.5K | 0.01% | 1057 |
|
|
2022
Q4 | $333K | Sell |
5,800
-960
| -14% | -$57.6K | 0.01% | 1041 |
|
|
2022
Q3 | $398K | Buy |
6,760
+3,838
| +131% | +$272K | 0.01% | 934 |
|
|
2022
Q2 | $162K | Buy |
2,922
+1,270
| +77% | +$82.2K | ﹤0.01% | 1288 |
|
|
2022
Q1 | $120K | Buy |
+1,652
| New | +$125K | ﹤0.01% | 1531 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$71K | – | 3333 |
|
|
2021
Q3 | $71K | Buy |
+800
| New | +$67.7K | ﹤0.01% | 1707 |
|
|
2021
Q1 | – | Sell |
-568
| Closed | -$29K | – | 3508 |
|
|
2020
Q4 | $29K | Buy |
568
+14
| +3% | +$717 | ﹤0.01% | 1931 |
|
|
2020
Q3 | $25K | Hold |
554
| – | – | ﹤0.01% | 1814 |
|
|
2020
Q2 | $23K | Hold |
554
| – | – | ﹤0.01% | 1723 |
|
|
2020
Q1 | $11K | Hold |
554
| – | – | ﹤0.01% | 1835 |
|
|
2019
Q4 | $20K | Sell |
554
-90
| -14% | -$3.13K | ﹤0.01% | 1775 |
|
|
2019
Q3 | $21K | Hold |
644
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q2 | $20K | Buy |
+644
| New | +$18.5K | ﹤0.01% | 1719 |
|
|
2018
Q4 | – | Sell |
-844
| Closed | -$28K | – | 2175 |
|
|
2018
Q3 | $28K | Sell |
844
-588
| -41% | -$18.6K | ﹤0.01% | 1416 |
|
|
2018
Q2 | $44K | Sell |
1,432
-306
| -18% | -$8.19K | ﹤0.01% | 1151 |
|
|
2018
Q1 | $45K | Buy |
1,738
+280
| +19% | +$7.4K | ﹤0.01% | 1042 |
|
|
2017
Q4 | $37K | Buy |
1,458
+114
| +8% | +$2.91K | ﹤0.01% | 936 |
|
|
2017
Q3 | $33K | Sell |
1,344
-244
| -15% | -$5.67K | ﹤0.01% | 800 |
|
|
2017
Q2 | $38K | Hold |
1,588
| – | – | ﹤0.01% | 692 |
|
|
2017
Q1 | $42K | Buy |
+1,588
| New | +$38.7K | 0.01% | 596 |
|
Other funds holding WSM
VCM
BC
VPM
Steward Partners Investment Advisory's WSM Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Williams-Sonoma (WSM) stake by 2.2% in Q1 2026, selling an estimated $22.8K and leaving 5,069 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.
Steward Partners Investment Advisory first reported a position in WSM in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.64M in Q1 2024. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.
- Steward Partners Investment Advisory held 5,069 shares of Williams-Sonoma worth $924K as of Q1 2026.
- Steward Partners Investment Advisory sold 114 Williams-Sonoma shares in Q1 2026, an estimated $22.8K.
- Williams-Sonoma made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1200 holding.
- Steward Partners Investment Advisory first reported a position in Williams-Sonoma in Q1 2017 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's Williams-Sonoma position peaked at $1.64M in Q1 2024.
- 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.