Aberdeen Group’s Williams-Sonoma WSM Stock Holding History

Aberdeen Group’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	$25.4M	Sell	108,884 -22,171	-17%	-$4.39M	0.04%	381
2026 Q1	$23.9M	Sell	131,055 -2,293	-2%	-$458K	0.04%	372
2025 Q4	$23.8M	Buy	133,348 +11,452	+9%	+$2.15M	0.04%	375
2025 Q3	$23.6M	Buy	121,896 +73,052	+150%	+$14M	0.04%	376
2025 Q2	$7.92M	Buy	48,844 +17,844	+58%	+$2.8M	0.01%	649
2025 Q1	$4.87M	Sell	31,000 -300,007	-91%	-$58M	0.01%	683
2024 Q4	$61.5M	Sell	331,007 -18,997	-5%	-$3.01M	0.12%	182
2024 Q3	$53.9M	Buy	350,004 +9,634	+3%	+$1.38M	0.1%	206
2024 Q2	$48.1M	Buy	340,370 +25,778	+8%	+$3.84M	0.09%	213
2024 Q1	$49.9M	Buy	+314,592	New	+$36.5M	0.1%	217

Other funds holding WSM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Aberdeen Group's WSM Position: Q2 2026 in Review

Aberdeen Group reduced its Williams-Sonoma (WSM) stake by 17% in Q2 2026, selling an estimated $4.39M and leaving 108,884 shares worth $25.4M. The position accounts for 0.04% of the portfolio, ranked #381.

Aberdeen Group first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.5M in Q4 2024. 382 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Aberdeen Group held 108,884 shares of Williams-Sonoma worth $25.4M as of Q2 2026.
Aberdeen Group sold 22,171 Williams-Sonoma shares in Q2 2026, an estimated $4.39M.
Williams-Sonoma made up 0.04% of Aberdeen Group's portfolio in Q2 2026, its #381 holding.
Aberdeen Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
Aberdeen Group's Williams-Sonoma position peaked at $61.5M in Q4 2024.
382 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.