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Aviance Capital Partners’s Williams-Sonoma WSM Stock Holding History

Aviance Capital Partners’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 		$223K Buy
+955
New +$189K 0.02% 368
2024
Q3 		– Sell
-1,538
Closed -$217K – 340
2024
Q2 		$217K Sell
1,538
-44
-3% -$6.56K 0.03% 299
2024
Q1 		$251K Sell
1,582
-10,812
-87% -$1.26M 0.04% 275
2023
Q4 		$1.25M Sell
12,394
-30
-0.2% -$2.6K 0.27% 97
2023
Q3 		$965K Sell
12,424
-354
-3% -$24.4K 0.22% 122
2023
Q2 		$800K Buy
12,778
+5,510
+76% +$328K 0.17% 148
2023
Q1 		$442K Buy
7,268
+144
+2% +$8.99K 0.1% 181
2022
Q4 		$409K Buy
+7,124
New +$428K 0.1% 193
2020
Q2 		– Sell
-38,042
Closed -$809K – 243
2020
Q1 		$809K Sell
38,042
-4,376
-10% -$139K 0.26% 103
2019
Q4 		$1.56M Buy
42,418
+1,676
+4% +$58.2K 0.4% 70
2019
Q3 		$1.39M Sell
40,742
-5,000
-11% -$166K 0.41% 74
2019
Q2 		$1.49M Buy
45,742
+7,424
+19% +$213K 0.41% 67
2019
Q1 		$1.08M Buy
38,318
+4,608
+14% +$127K 0.31% 91
2018
Q4 		$850K Sell
33,710
-9,124
-21% -$261K 0.3% 100
2018
Q3 		$1.41M Buy
42,834
+4,436
+12% +$141K 0.34% 70
2018
Q2 		$1.18M Buy
38,398
+350
+0.9% +$9.37K 0.34% 75
2018
Q1 		$1M Buy
38,048
+4,584
+14% +$121K 0.3% 93
2017
Q4 		$865K Buy
33,464
+1,138
+4% +$29K 0.29% 106
2017
Q3 		$806K Buy
32,326
+13,668
+73% +$318K 0.27% 108
2017
Q2 		$452K Buy
+18,658
New +$476K 0.15% 161

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

Aviance Capital Partners's WSM Position: Q2 2026 in Review

Aviance Capital Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 955 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Aviance Capital Partners previously reported a position in WSM as recently as Q2 2024.

Aviance Capital Partners first reported a position in WSM in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.56M in Q4 2019. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Aviance Capital Partners held 955 shares of Williams-Sonoma worth $223K as of Q2 2026.
  • Williams-Sonoma was a new Aviance Capital Partners position in Q2 2026.
  • Williams-Sonoma made up 0.02% of Aviance Capital Partners's portfolio in Q2 2026, its #368 holding.
  • Aviance Capital Partners first reported a position in Williams-Sonoma in Q2 2017 and has held it in 20 quarters since.
  • Aviance Capital Partners's Williams-Sonoma position peaked at $1.56M in Q4 2019.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.