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Arlington Trust’s Williams-Sonoma WSM Stock Holding History

Arlington Trust’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 		$46.6K Buy
+200
New +$39.6K ﹤0.01% 281
2025
Q3 		– Sell
-4
Closed -$653 – 713
2025
Q2 		$653 Sell
4
-22
-85% -$3.45K ﹤0.01% 621
2025
Q1 		$4.11K Hold
26
– – ﹤0.01% 570
2024
Q4 		$4.82K Hold
26
– – ﹤0.01% 515
2024
Q3 		$4.03K Hold
26
– – ﹤0.01% 506
2024
Q2 		$3.67K Hold
26
– – ﹤0.01% 498
2024
Q1 		$4.13K Hold
26
– – ﹤0.01% 444
2023
Q4 		$2.62K Buy
+26
New +$2.25K ﹤0.01% 582

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

Arlington Trust's WSM Position: Q2 2026 in Review

Arlington Trust opened a new position in Williams-Sonoma (WSM) in Q2 2026: 200 shares worth $46.6K. The stake represents ﹤0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Arlington Trust previously reported a position in WSM as recently as Q2 2025.

Arlington Trust first reported a position in WSM in Q4 2023 and has held it in 8 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Arlington Trust held 200 shares of Williams-Sonoma worth $46.6K as of Q2 2026.
  • Williams-Sonoma was a new Arlington Trust position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #281 holding.
  • Arlington Trust first reported a position in Williams-Sonoma in Q4 2023 and has held it in 8 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.