James T. Borello RIA
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James T. Borello RIA’s Williams-Sonoma WSM Stock Holding History

James T. Borello RIA’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 		$7.98K Sell
35
-1
-3% -$231 ﹤0.01% 662
2026
Q2 		$8.39K Sell
36
-35
-49% -$6.94K ﹤0.01% 642
2026
Q1 		$12.9K Sell
71
-7
-9% -$1.4K ﹤0.01% 486
2025
Q4 		$13.9K Buy
78
+68
+680% +$12.7K ﹤0.01% 342
2025
Q3 		$1.95K Buy
+10
New +$1.91K ﹤0.01% 726

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James T. Borello RIA's WSM Position: Q3 2026 in Review

James T. Borello RIA reduced its Williams-Sonoma (WSM) stake by 2.8% in Q3 2026, selling an estimated $231 and leaving 35 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

James T. Borello RIA first reported a position in WSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.9K in Q4 2025. 315 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • James T. Borello RIA held 35 shares of Williams-Sonoma worth $7.98K as of Q3 2026.
  • James T. Borello RIA sold 1 Williams-Sonoma share in Q3 2026, an estimated $231.
  • Williams-Sonoma made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #662 holding.
  • James T. Borello RIA first reported a position in Williams-Sonoma in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Williams-Sonoma position peaked at $13.9K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.