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Wedmont Private Capital’s Williams-Sonoma WSM Stock Holding History

Wedmont Private Capital’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 		$768K Buy
3,213
+276
+9% +$63.7K 0.02% 461
2026
Q2 		$651K Buy
2,937
+96
+3% +$19K 0.02% 476
2026
Q1 		$533K Buy
2,841
+166
+6% +$33.1K 0.02% 476
2025
Q4 		$513K Buy
2,675
+260
+11% +$48.7K 0.02% 460
2025
Q3 		$457K Buy
2,415
+22
+0.9% +$4.21K 0.02% 487
2025
Q2 		$416K Buy
2,393
+91
+4% +$14.3K 0.02% 481
2025
Q1 		$341K Buy
2,302
+255
+12% +$49.3K 0.02% 487
2024
Q4 		$403K Buy
+2,047
New +$325K 0.02% 450

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
WC
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's WSM Position: Q3 2026 in Review

Wedmont Private Capital increased its Williams-Sonoma (WSM) stake by 9.4% in Q3 2026, buying an estimated $63.7K and bringing the position to 3,213 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #461.

Wedmont Private Capital first reported a position in WSM in Q4 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Wedmont Private Capital held 3,213 shares of Williams-Sonoma worth $768K as of Q3 2026.
  • Wedmont Private Capital bought 276 Williams-Sonoma shares in Q3 2026, an estimated $63.7K.
  • Williams-Sonoma made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #461 holding.
  • Wedmont Private Capital first reported a position in Williams-Sonoma in Q4 2024 and has held it in 8 quarters since.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.