SAP
WSM icon

Strategic Advisory Partners’s Williams-Sonoma WSM Stock Holding History

Strategic Advisory Partners’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 		$272K Hold
1,169
– – 0.19% 33
2026
Q1 		$213K Hold
1,169
– – 0.17% 33
2025
Q4 		$209K Buy
+1,169
New +$219K 0.17% 35

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

Strategic Advisory Partners's WSM Position: Q2 2026 in Review

Strategic Advisory Partners held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,169 shares worth $272K. The position accounts for 0.19% of the portfolio, ranked #33.

Strategic Advisory Partners first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Strategic Advisory Partners held 1,169 shares of Williams-Sonoma worth $272K as of Q2 2026.
  • Strategic Advisory Partners left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.19% of Strategic Advisory Partners's portfolio in Q2 2026, its #33 holding.
  • Strategic Advisory Partners first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.