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RAFFA WEALTH MANAGEMENT, LLC’s Williams-Sonoma WSM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$4.89K Buy
21
+4
+24% +$793 ﹤0.01% 601
2026
Q1 		$3.1K Buy
17
+2
+13% +$399 ﹤0.01% 644
2025
Q4 		$2.68K Buy
15
+8
+114% +$1.5K ﹤0.01% 669
2025
Q3 		$1.37K Buy
7
+4
+133% +$764 ﹤0.01% 818
2025
Q2 		$490 Hold
3
– – ﹤0.01% 998
2025
Q1 		$474 Sell
3
-5
-63% -$966 ﹤0.01% 968
2024
Q4 		$1.48K Hold
8
– – ﹤0.01% 753
2024
Q3 		$1.24K Hold
8
– – ﹤0.01% 783
2024
Q2 		$1.13K Hold
8
– – ﹤0.01% 866
2024
Q1 		$1.27K Hold
8
– – ﹤0.01% 832
2023
Q4 		$807 Hold
8
– – ﹤0.01% 876
2023
Q3 		$622 Hold
8
– – ﹤0.01% 905
2023
Q2 		$501 Hold
8
– – ﹤0.01% 967
2023
Q1 		$487 Hold
8
– – ﹤0.01% 974
2022
Q4 		$460 Hold
8
– – ﹤0.01% 969
2022
Q3 		$471 Hold
8
– – ﹤0.01% 1047
2022
Q2 		$444 Hold
8
– – ﹤0.01% 1044
2022
Q1 		$580 Sell
8
-8
-50% -$606 ﹤0.01% 1024
2021
Q4 		$1.35K Buy
16
+8
+100% +$745 ﹤0.01% 768
2021
Q3 		$709 Hold
8
– – ﹤0.01% 964
2021
Q2 		$639 Hold
8
– – ﹤0.01% 997
2021
Q1 		$717 Buy
+8
New +$540 ﹤0.01% 955
2020
Q3 		– Sell
-200
Closed -$8.2K – 911
2020
Q2 		$8.2K Hold
200
– – ﹤0.01% 246
2020
Q1 		$4.34K Hold
200
– – ﹤0.01% 299
2019
Q4 		$7.34K Hold
200
– – ﹤0.01% 244
2019
Q3 		$6.8K Buy
+200
New +$6.62K ﹤0.01% 247
2017
Q3 		– Sell
-58
Closed -$1.41K – 398
2017
Q2 		$1.41K Hold
58
– – ﹤0.01% 322
2017
Q1 		$1.55K Hold
58
– – ﹤0.01% 287
2016
Q4 		$1.4K Hold
58
– – ﹤0.01% 345
2016
Q3 		$1.48K Hold
58
– – ﹤0.01% 325
2016
Q2 		$1.51K Hold
58
– – ﹤0.01% 303
2016
Q1 		$1.59K Hold
58
– – ﹤0.01% 294
2015
Q4 		$1.69K Hold
58
– – ﹤0.01% 283
2015
Q3 		$2.21K Sell
58
-2
-3% -$81 ﹤0.01% 270
2015
Q2 		$2.47K Hold
60
– – ﹤0.01% 253
2015
Q1 		$2.39K Buy
+60
New +$2.38K ﹤0.01% 247

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
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
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)
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

RAFFA WEALTH MANAGEMENT, LLC's WSM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Williams-Sonoma (WSM) stake by 24% in Q2 2026, buying an estimated $793 and bringing the position to 21 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WSM in Q1 2015 and has held it in 36 quarters since. The position peaked at $8.2K in Q2 2020. 299 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 21 shares of Williams-Sonoma worth $4.89K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 4 Williams-Sonoma shares in Q2 2026, an estimated $793.
  • Williams-Sonoma made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #601 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Williams-Sonoma in Q1 2015 and has held it in 36 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Williams-Sonoma position peaked at $8.2K in Q2 2020.
  • 299 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.