Altshuler Shaham’s Williams-Sonoma WSM Stock Holding History

Altshuler Shaham’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	$4.89K	Sell	21 -1	-5%	-$198	﹤0.01%	362
2026 Q1	$4.01K	Sell	22 -1	-4%	-$200	﹤0.01%	325
2025 Q4	$4.11K	Buy	23 +1	+5%	+$187	﹤0.01%	312
2025 Q3	$4.3K	Sell	22 -4	-15%	-$764	﹤0.01%	276
2025 Q2	$4.25K	Buy	26 +6	+30%	+$942	﹤0.01%	254
2025 Q1	$3.16K	Buy	+20	New	+$3.87K	﹤0.01%	296
2024 Q4	–	Sell	-28	Closed	-$4.34K	–	424
2024 Q3	$4.34K	Buy	28 +4	+17%	+$574	﹤0.01%	219
2024 Q2	$3.39K	Sell	24 -8	-25%	-$1.19K	﹤0.01%	280
2024 Q1	$5.08K	Buy	+32	New	+$3.71K	﹤0.01%	213

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altshuler Shaham's WSM Position: Q2 2026 in Review

Altshuler Shaham reduced its Williams-Sonoma (WSM) stake by 4.5% in Q2 2026, selling an estimated $198 and leaving 21 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Altshuler Shaham first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.08K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Altshuler Shaham held 21 shares of Williams-Sonoma worth $4.89K as of Q2 2026.
Altshuler Shaham sold 1 Williams-Sonoma share in Q2 2026, an estimated $198.
Williams-Sonoma made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #362 holding.
Altshuler Shaham first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
Altshuler Shaham's Williams-Sonoma position peaked at $5.08K in Q1 2024.
1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.