Badgley Phelps Wealth Managers’s Williams-Sonoma WSM Stock Holding History

Badgley Phelps Wealth Managers’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	$304K	Hold	1,304	–	–	0.01%	287
2026 Q1	$238K	Hold	1,304	–	–	﹤0.01%	307
2025 Q4	$233K	Hold	1,304	–	–	﹤0.01%	307
2025 Q3	$255K	Hold	1,304	–	–	0.01%	274
2025 Q2	$213K	Sell	1,304 -2	-0.2%	-$314	﹤0.01%	286
2025 Q1	$206K	Buy	1,306 +22	+2%	+$4.25K	0.01%	291
2024 Q4	$238K	Buy	+1,284	New	+$204K	0.01%	273
2024 Q2	–	Sell	-1,284	Closed	-$204K	–	268
2024 Q1	$204K	Buy	+1,284	New	+$149K	0.01%	243

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

Badgley Phelps Wealth Managers's WSM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,304 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #287.

Badgley Phelps Wealth Managers first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Badgley Phelps Wealth Managers held 1,304 shares of Williams-Sonoma worth $304K as of Q2 2026.
Badgley Phelps Wealth Managers left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #287 holding.
Badgley Phelps Wealth Managers first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.