Westfuller Advisors’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
Q3
$6.38K Buy
28
+13
+87% +$3K ﹤0.01% 545
2026
Q2
$3.5K Buy
15
+13
+650% +$2.58K ﹤0.01% 620
2026
Q1
$365 Buy
+2
New +$399 ﹤0.01% 721
2025
Q4
– Sell
-515
Closed -$101K – 821
2025
Q3
$101K Buy
+515
New +$98.4K 0.05% 217

Other funds holding WSM

Westfuller Advisors's WSM Position: Q3 2026 in Review

Westfuller Advisors increased its Williams-Sonoma (WSM) stake by 87% in Q3 2026, buying an estimated $3K and bringing the position to 28 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Westfuller Advisors first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $101K in Q3 2025. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Westfuller Advisors held 28 shares of Williams-Sonoma worth $6.38K as of Q3 2026.
  • Westfuller Advisors bought 13 Williams-Sonoma shares in Q3 2026, an estimated $3K.
  • Williams-Sonoma made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #545 holding.
  • Westfuller Advisors first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Williams-Sonoma position peaked at $101K in Q3 2025.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.