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
Q2 		$4.38M Sell
18,785
-840
-4% -$166K 0.01% 267
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 $47.7B 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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's WSM Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Williams-Sonoma (WSM) stake by 4.3% in Q2 2026, selling an estimated $166K and leaving 18,785 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #267.

Bank Julius Baer & Co first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.23M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Bank Julius Baer & Co held 18,785 shares of Williams-Sonoma worth $4.38M as of Q2 2026.
  • Bank Julius Baer & Co sold 840 Williams-Sonoma shares in Q2 2026, an estimated $166K.
  • Williams-Sonoma made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #267 holding.
  • Bank Julius Baer & Co first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • Bank Julius Baer & Co's Williams-Sonoma position peaked at $5.23M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.