SFS
WSM icon

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

Stiles 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 		$3.56M Buy
15,262
+422
+3% +$83.6K 0.89% 34
2026
Q1 		$2.71M Sell
14,840
-113
-0.8% -$22.6K 0.83% 40
2025
Q4 		$2.67M Buy
14,953
+358
+2% +$67.1K 0.82% 41
2025
Q3 		$2.85M Buy
14,595
+5
+0% +$956 0.9% 33
2025
Q2 		$2.38M Buy
14,590
+1,275
+10% +$200K 0.82% 42
2025
Q1 		$2.1M Sell
13,315
-535
-4% -$103K 0.81% 43
2024
Q4 		$2.57M Sell
13,850
-1,099
-7% -$174K 0.93% 32
2024
Q3 		$2.32M Buy
14,949
+641
+4% +$92K 0.82% 39
2024
Q2 		$2.02M Buy
14,308
+762
+6% +$114K 0.78% 44
2024
Q1 		$2.15M Buy
13,546
+246
+2% +$28.6K 0.86% 37
2023
Q4 		$1.34M Buy
13,300
+5,028
+61% +$435K 0.61% 55
2023
Q3 		$643K Buy
8,272
+3,404
+70% +$234K 0.33% 88
2023
Q2 		$305K Buy
+4,868
New +$290K 0.15% 139

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

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

Stiles Financial Services increased its Williams-Sonoma (WSM) stake by 2.8% in Q2 2026, buying an estimated $83.6K and bringing the position to 15,262 shares worth $3.56M. The position accounts for 0.89% of the portfolio, ranked #34.

Stiles Financial Services first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Stiles Financial Services held 15,262 shares of Williams-Sonoma worth $3.56M as of Q2 2026.
  • Stiles Financial Services bought 422 Williams-Sonoma shares in Q2 2026, an estimated $83.6K.
  • Williams-Sonoma made up 0.89% of Stiles Financial Services's portfolio in Q2 2026, its #34 holding.
  • Stiles Financial Services first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.