AMG National Trust Bank’s Williams-Sonoma WSM Stock Holding History

AMG National Trust Bank’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	$816K	Hold	3,500	–	–	0.02%	287
2026 Q1	$638K	Sell	3,500 -300	-8%	-$59.9K	0.01%	359
2025 Q4	$679K	Hold	3,800	–	–	0.02%	330
2025 Q3	$743K	Hold	3,800	–	–	0.02%	327
2025 Q2	$621K	Hold	3,800	–	–	0.02%	330
2025 Q1	$601K	Hold	3,800	–	–	0.02%	334
2024 Q4	$704K	Hold	3,800	–	–	0.02%	322
2024 Q3	$589K	Sell	3,800 -384	-9%	-$55.1K	0.02%	330
2024 Q2	$591K	Hold	4,184	–	–	0.02%	338
2024 Q1	$664K	Buy	4,184 +384	+10%	+$44.6K	0.02%	320
2023 Q4	$383K	Hold	3,800	–	–	0.01%	353
2023 Q3	$295K	Hold	3,800	–	–	0.01%	373
2023 Q2	$238K	Hold	3,800	–	–	0.01%	403
2023 Q1	$231K	Hold	3,800	–	–	0.01%	422
2022 Q4	$218K	Hold	3,800	–	–	0.01%	420
2022 Q3	$224K	Hold	3,800	–	–	0.01%	412
2022 Q2	$274K	Sell	3,800 -50	-1%	-$3.23K	0.01%	392
2022 Q1	$279K	Buy	3,850 +50	+1%	+$3.79K	0.01%	408
2021 Q4	$321K	Sell	3,800 -600	-14%	-$55.9K	0.01%	398
2021 Q3	$390K	Hold	4,400	–	–	0.01%	382
2021 Q2	$351K	Hold	4,400	–	–	0.01%	388
2021 Q1	$394K	Hold	4,400	–	–	0.01%	373
2020 Q4	$224K	Buy	+4,400	New	+$225K	0.01%	422

Other funds holding WSM

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

AMG National Trust Bank's WSM Position: Q2 2026 in Review

AMG National Trust Bank held its Williams-Sonoma (WSM) position steady in Q2 2026 at 3,500 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #287.

AMG National Trust Bank first reported a position in WSM in Q4 2020 and has held it in 23 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

AMG National Trust Bank held 3,500 shares of Williams-Sonoma worth $816K as of Q2 2026.
AMG National Trust Bank left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.02% of AMG National Trust Bank's portfolio in Q2 2026, its #287 holding.
AMG National Trust Bank first reported a position in Williams-Sonoma in Q4 2020 and has held it in 23 quarters since.
545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.