Valley National Advisers’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $89.1K | Sell |
382
-158
| -29% | -$31.3K | 0.01% | 341 |
|
|
2026
Q1 | $97K | Sell |
540
-177
| -25% | -$35.3K | 0.01% | 322 |
|
|
2025
Q4 | $127K | Sell |
717
-368
| -34% | -$69K | 0.02% | 288 |
|
|
2025
Q3 | $212K | Sell |
1,085
-32
| -3% | -$6.12K | 0.03% | 228 |
|
|
2025
Q2 | $182K | Sell |
1,117
-51
| -4% | -$8.01K | 0.03% | 243 |
|
|
2025
Q1 | $183K | Sell |
1,168
-6,527
| -85% | -$1.26M | 0.03% | 238 |
|
|
2024
Q4 | $1.42M | Sell |
7,695
-1,033
| -12% | -$164K | 0.26% | 101 |
|
|
2024
Q3 | $1.35M | Sell |
8,728
-9,602
| -52% | -$1.38M | 0.24% | 111 |
|
|
2024
Q2 | $2.59M | Sell |
18,330
-1,040
| -5% | -$155K | 0.38% | 61 |
|
|
2024
Q1 | $3.07M | Sell |
19,370
-1,358
| -7% | -$158K | 0.46% | 52 |
|
|
2023
Q4 | $2.09M | Sell |
20,728
-782
| -4% | -$67.7K | 0.33% | 63 |
|
|
2023
Q3 | $1.67M | Sell |
21,510
-74
| -0.3% | -$5.1K | 0.29% | 71 |
|
|
2023
Q2 | $1.35M | Buy |
21,584
+150
| +0.7% | +$8.94K | 0.23% | 87 |
|
|
2023
Q1 | $1.29M | Buy |
21,434
+2,804
| +15% | +$175K | 0.23% | 86 |
|
|
2022
Q4 | $1.21M | Sell |
18,630
-1,394
| -7% | -$83.7K | 0.22% | 91 |
|
|
2022
Q3 | $1.21M | Sell |
20,024
-900
| -4% | -$63.9K | 0.25% | 87 |
|
|
2022
Q2 | $1.34M | Buy |
20,924
+6
| +0% | +$388 | 0.28% | 71 |
|
|
2022
Q1 | $1.52M | Buy |
20,918
+15,034
| +256% | +$1.14M | 0.29% | 75 |
|
|
2021
Q4 | $498K | Buy |
5,884
+2,980
| +103% | +$278K | 0.09% | 165 |
|
|
2021
Q3 | $257K | Buy |
2,904
+2,682
| +1,208% | +$227K | 0.05% | 199 |
|
|
2021
Q2 | $18K | Hold |
222
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $20K | Hold |
222
| – | – | ﹤0.01% | 455 |
|
|
2020
Q4 | $11K | Sell |
222
-2,410
| -92% | -$123K | ﹤0.01% | 514 |
|
|
2020
Q3 | $119K | Sell |
2,632
-26,666
| -91% | -$1.18M | 0.03% | 216 |
|
|
2020
Q2 | $1.2M | Sell |
29,298
-18,642
| -39% | -$634K | 0.28% | 64 |
|
|
2020
Q1 | $1.02M | Sell |
47,940
-4,800
| -9% | -$153K | 0.28% | 67 |
|
|
2019
Q4 | $1.94M | Sell |
52,740
-824
| -2% | -$28.6K | 0.48% | 46 |
|
|
2019
Q3 | $1.82M | Sell |
53,564
-1,110
| -2% | -$36.7K | 0.5% | 47 |
|
|
2019
Q2 | $1.78M | Sell |
54,674
-828
| -1% | -$23.8K | 0.49% | 45 |
|
|
2019
Q1 | $1.56M | Sell |
55,502
-1,624
| -3% | -$44.8K | 0.45% | 50 |
|
|
2018
Q4 | $1.44M | Sell |
57,126
-1,732
| -3% | -$49.5K | 0.47% | 50 |
|
|
2018
Q3 | $1.93M | Sell |
58,858
-1,836
| -3% | -$58.2K | 0.67% | 43 |
|
|
2018
Q2 | $1.86M | Sell |
60,694
-418
| -0.7% | -$11.2K | 0.71% | 41 |
|
|
2018
Q1 | $1.61M | Buy |
61,112
+29,258
| +92% | +$774K | 0.6% | 42 |
|
|
2017
Q4 | $823K | Buy |
31,854
+31,350
| +6,220% | +$799K | 0.29% | 71 |
|
|
2017
Q3 | $13K | Buy |
+504
| New | +$11.7K | ﹤0.01% | 379 |
|
Other funds holding WSM
BC
Valley National Advisers's WSM Position: Q2 2026 in Review
Valley National Advisers reduced its Williams-Sonoma (WSM) stake by 29% in Q2 2026, selling an estimated $31.3K and leaving 382 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #341.
Valley National Advisers first reported a position in WSM in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.07M in Q1 2024. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Valley National Advisers held 382 shares of Williams-Sonoma worth $89.1K as of Q2 2026.
- Valley National Advisers sold 158 Williams-Sonoma shares in Q2 2026, an estimated $31.3K.
- Williams-Sonoma made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #341 holding.
- Valley National Advisers first reported a position in Williams-Sonoma in Q3 2017 and has held it in 36 quarters since.
- Valley National Advisers's Williams-Sonoma position peaked at $3.07M in Q1 2024.
- 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.