Vision Financial Markets’s Williams-Sonoma WSM Stock Holding History

Vision Financial Markets’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	$3.14M	Hold	13,500	–	–	2.73%	9
2026 Q1	$2.46M	Sell	13,500 -100	-0.7%	-$20K	2.4%	11
2025 Q4	$2.43M	Hold	13,600	–	–	2.48%	10
2025 Q3	$2.66M	Sell	13,600 -200	-1%	-$38.2K	2.27%	12
2025 Q2	$2.25M	Hold	13,800	–	–	2.12%	12
2025 Q1	$2.18M	Hold	13,800	–	–	2.37%	12
2024 Q4	$2.56M	Buy	+13,800	New	+$2.19M	2.74%	10

Other funds holding WSM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Vision Financial Markets's WSM Position: Q2 2026 in Review

Vision Financial Markets held its Williams-Sonoma (WSM) position steady in Q2 2026 at 13,500 shares worth $3.14M. The position accounts for 2.73% of the portfolio, ranked #9.

Vision Financial Markets first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Vision Financial Markets held 13,500 shares of Williams-Sonoma worth $3.14M as of Q2 2026.
Vision Financial Markets left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 2.73% of Vision Financial Markets's portfolio in Q2 2026, its #9 holding.
Vision Financial Markets first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
313 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.