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Annis Gardner Whiting Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-47
Closed -$8.57K – 1257
2026
Q1 		$8.57K Sell
47
-3
-6% -$599 ﹤0.01% 890
2025
Q4 		$8.93K Buy
50
+10
+25% +$1.87K ﹤0.01% 794
2025
Q3 		$7.82K Buy
40
+5
+14% +$956 ﹤0.01% 737
2025
Q2 		$5.72K Buy
+35
New +$5.5K ﹤0.01% 827
2024
Q2 		– Sell
-2
Closed -$319 – 988
2024
Q1 		$319 Hold
2
– – ﹤0.01% 921
2023
Q4 		$202 Buy
+2
New +$173 ﹤0.01% 695

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WSM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 47 shares — an estimated $8.57K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WSM in Q4 2023 and held it in 6 quarters. The position peaked at $8.93K in Q4 2025. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 47 Williams-Sonoma shares in Q2 2026, an estimated $8.57K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Williams-Sonoma in Q4 2023 and held it in 6 quarters.
  • Annis Gardner Whiting Capital Advisors's Williams-Sonoma position peaked at $8.93K in Q4 2025.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.