Stiles Financial Services
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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
Q3 		$3.37M Sell
14,776
-486
-3% -$112K 0.86% 33
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Stiles Financial Services's WSM Position: Q3 2026 in Review

Stiles Financial Services reduced its Williams-Sonoma (WSM) stake by 3.2% in Q3 2026, selling an estimated $112K and leaving 14,776 shares worth $3.37M. The position accounts for 0.86% of the portfolio, ranked #33.

Stiles Financial Services first reported a position in WSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.56M in Q2 2026. 600 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Stiles Financial Services held 14,776 shares of Williams-Sonoma worth $3.37M as of Q3 2026.
  • Stiles Financial Services sold 486 Williams-Sonoma shares in Q3 2026, an estimated $112K.
  • Williams-Sonoma made up 0.86% of Stiles Financial Services's portfolio in Q3 2026, its #33 holding.
  • Stiles Financial Services first reported a position in Williams-Sonoma in Q2 2023 and has held it in 14 quarters since.
  • Stiles Financial Services's Williams-Sonoma position peaked at $3.56M in Q2 2026.
  • 600 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.