Bank Julius Baer & Co
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Bank Julius Baer & Co’s Williams-Sonoma WSM Stock Holding History

Bank Julius Baer & Co’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
Q1 		$3.48M Sell
19,625
-2,714
-12% -$542K 0.01% 266
2025
Q4 		$4.05M Sell
22,339
-4,415
-17% -$827K 0.01% 250
2025
Q3 		$5.23M Buy
26,754
+1,891
+8% +$361K 0.01% 233
2025
Q2 		$4.06M Buy
+24,863
New +$3.9M 0.01% 268

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 $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank Julius Baer & Co's WSM Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Williams-Sonoma (WSM) stake by 12% in Q1 2026, selling an estimated $542K and leaving 19,625 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #266.

Bank Julius Baer & Co first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.23M in Q3 2025. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Bank Julius Baer & Co held 19,625 shares of Williams-Sonoma worth $3.48M as of Q1 2026.
  • Bank Julius Baer & Co sold 2,714 Williams-Sonoma shares in Q1 2026, an estimated $542K.
  • Williams-Sonoma made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #266 holding.
  • Bank Julius Baer & Co first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • Bank Julius Baer & Co's Williams-Sonoma position peaked at $5.23M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.