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Strategic Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Strategic Investment Advisors’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 		$2.08M Sell
8,940
-226
-2% -$44.8K 0.13% 82
2026
Q1 		$1.67M Buy
9,166
+670
+8% +$134K 0.12% 90
2025
Q4 		$1.52M Sell
8,496
-280
-3% -$52.5K 0.13% 77
2025
Q3 		$1.72M Sell
8,776
-312
-3% -$59.6K 0.15% 73
2025
Q2 		$1.48M Sell
9,088
-804
-8% -$126K 0.14% 74
2025
Q1 		$1.56M Sell
9,892
-138
-1% -$26.7K 0.17% 77
2024
Q4 		$1.86M Sell
10,030
-395
-4% -$62.7K 0.2% 70
2024
Q3 		$1.62M Buy
10,425
+353
+4% +$50.6K 0.18% 77
2024
Q2 		$1.42M Sell
10,072
-190
-2% -$28.3K 0.17% 78
2024
Q1 		$1.63M Sell
10,262
-284
-3% -$33K 0.21% 70
2023
Q4 		$1.06M Sell
10,546
-354
-3% -$30.6K 0.15% 92
2023
Q3 		$847K Sell
10,900
-9,736
-47% -$671K 0.14% 107
2023
Q2 		$1.29M Buy
20,636
+10,762
+109% +$641K 0.18% 58
2023
Q1 		$601K Buy
9,874
+408
+4% +$25.5K 0.11% 140
2022
Q4 		$544K Buy
9,466
+140
+2% +$8.4K 0.11% 146
2022
Q3 		$549K Sell
9,326
-344
-4% -$24.4K 0.12% 128
2022
Q2 		$536K Buy
9,670
+434
+5% +$28.1K 0.11% 146
2022
Q1 		$670K Buy
9,236
+66
+0.7% +$5K 0.13% 134
2021
Q4 		$775K Buy
9,170
+158
+2% +$14.7K 0.15% 132
2021
Q3 		$799K Buy
9,012
+576
+7% +$48.7K 0.18% 121
2021
Q2 		$673K Buy
8,436
+936
+12% +$79.6K 0.15% 134
2021
Q1 		$672K Buy
+7,500
New +$506K 0.17% 104

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 $3.38T AUM 44.17% 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 Investment Advisors's WSM Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Williams-Sonoma (WSM) stake by 2.5% in Q2 2026, selling an estimated $44.8K and leaving 8,940 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #82.

Strategic Investment Advisors first reported a position in WSM in Q1 2021 and has held it in 22 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Strategic Investment Advisors held 8,940 shares of Williams-Sonoma worth $2.08M as of Q2 2026.
  • Strategic Investment Advisors sold 226 Williams-Sonoma shares in Q2 2026, an estimated $44.8K.
  • Williams-Sonoma made up 0.13% of Strategic Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Strategic Investment Advisors first reported a position in Williams-Sonoma in Q1 2021 and has held it in 22 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.