Stratos Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Stratos Wealth 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	$269K	Buy	+1,152	New	+$228K	﹤0.01%	1477
2026 Q1	–	Sell	-1,335	Closed	-$238K	–	1697
2025 Q4	$238K	Buy	1,335 +42	+3%	+$7.87K	﹤0.01%	1418
2025 Q3	$253K	Buy	1,293 +61	+5%	+$11.7K	﹤0.01%	1340
2025 Q2	$201K	Buy	+1,232	New	+$193K	﹤0.01%	1336
2025 Q1	–	Sell	-2,244	Closed	-$416K	–	1509
2024 Q4	$416K	Buy	+2,244	New	+$356K	0.01%	1011
2024 Q3	–	Sell	-2,510	Closed	-$354K	–	1525
2024 Q2	$354K	Sell	2,510 -2,672	-52%	-$398K	0.01%	1030
2024 Q1	$823K	Sell	5,182 -308	-6%	-$35.8K	0.01%	713
2023 Q4	$554K	Buy	5,490 +1,370	+33%	+$119K	0.01%	835
2023 Q3	$320K	Buy	+4,120	New	+$284K	0.01%	987
2018 Q4	–	Sell	-126	Closed	-$4K	–	2517
2018 Q3	$4K	Buy	+126	New	+$4K	﹤0.01%	2559
2018 Q2	–	Sell	-126	Closed	-$3K	–	2603
2018 Q1	$3K	Sell	126 -28	-18%	-$740	﹤0.01%	2787
2017 Q4	$4K	Buy	+154	New	+$3.93K	﹤0.01%	2472

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stratos Wealth Partners's WSM Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,152 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in WSM as recently as Q4 2025.

Stratos Wealth Partners first reported a position in WSM in Q4 2017 and has held it in 12 quarters since. The position peaked at $823K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Stratos Wealth Partners held 1,152 shares of Williams-Sonoma worth $269K as of Q2 2026.
Williams-Sonoma was a new Stratos Wealth Partners position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1477 holding.
Stratos Wealth Partners first reported a position in Williams-Sonoma in Q4 2017 and has held it in 12 quarters since.
Stratos Wealth Partners's Williams-Sonoma position peaked at $823K in Q1 2024.
1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.