Toth Financial Advisory’s Williams-Sonoma WSM Stock Holding History

Toth Financial Advisory’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	$4.56K	Hold	20	–	–	﹤0.01%	685
2026 Q2	$4.66K	Hold	20	–	–	﹤0.01%	668
2026 Q1	$3.65K	Hold	20	–	–	﹤0.01%	670
2025 Q4	$3.57K	Hold	20	–	–	﹤0.01%	662
2025 Q3	$3.91K	Hold	20	–	–	﹤0.01%	641
2025 Q2	$3.27K	Hold	20	–	–	﹤0.01%	594
2025 Q1	$3.16K	Hold	20	–	–	﹤0.01%	555
2024 Q4	$3.7K	Hold	20	–	–	﹤0.01%	535
2024 Q3	$3.1K	Hold	20	–	–	﹤0.01%	553
2024 Q2	$2.82K	Hold	20	–	–	﹤0.01%	575
2024 Q1	$3.18K	Hold	20	–	–	﹤0.01%	562
2023 Q4	$2.02K	Hold	20	–	–	﹤0.01%	618
2023 Q3	$1.55K	Hold	20	–	–	﹤0.01%	661
2023 Q2	$1.25K	Hold	20	–	–	﹤0.01%	708
2023 Q1	$1.22K	Hold	20	–	–	﹤0.01%	735
2022 Q4	$1.15K	Hold	20	–	–	﹤0.01%	657
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	725
2022 Q2	$1K	Sell	20 -20	-50%	-$1.29K	﹤0.01%	678
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	602
2021 Q4	$3K	Buy	+40	New	+$3.73K	﹤0.01%	624
2021 Q1	–	Sell	-5,700	Closed	-$290K	–	721
2020 Q4	$290K	Buy	+5,700	New	+$292K	0.05%	178
2020 Q3	–	Sell	-14	Closed	-$1K	–	617
2020 Q2	$1K	Buy	+14	New	+$476	﹤0.01%	526

Other funds holding WSM

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Toth Financial Advisory's WSM Position: Q3 2026 in Review

Toth Financial Advisory held its Williams-Sonoma (WSM) position steady in Q3 2026 at 20 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Toth Financial Advisory first reported a position in WSM in Q2 2020 and has held it in 22 quarters since. The position peaked at $290K in Q4 2020. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Toth Financial Advisory held 20 shares of Williams-Sonoma worth $4.56K as of Q3 2026.
Toth Financial Advisory left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #685 holding.
Toth Financial Advisory first reported a position in Williams-Sonoma in Q2 2020 and has held it in 22 quarters since.
Toth Financial Advisory's Williams-Sonoma position peaked at $290K in Q4 2020.
34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.