SEC 13F Intelligence

Carolina Wealth Advisors, LLC / WSM

Carolina Wealth Advisors, LLC’s Williams Sonoma Inc Position

Does Carolina Wealth Advisors, LLC own Williams Sonoma Inc (WSM)? Not currently — the last reported position was 39.6K shares worth $7M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$7M
Q4 2024
Shares
39.6K
% of Portfolio
+3.94%
Quarters Held
8
position exited

Position History WSM

Reported value by quarter
Q1 ’23: $3MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $6MQ3 ’23Q4 ’23: $8MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $7MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202439.6K$7M+3.94%
Q3 202440.2K$6M+3.17%
Q2 202421.1K$6M+2.92%
Q1 202420.9K$7M+3.60%
Q4 202341.5K$8M+4.33%
Q3 202341.5K$6M+3.64%
Q2 202339.9K$5M+3.00%
Q1 202328.2K$3M+2.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of WSM.