Bank of America’s Williams-Sonoma WSM Stock Holding History

Bank of America’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
2018 Q3	–	Sell	-4,600	Closed	-$141K	–	7495
2018 Q2	$141K	Sell	4,600 -149,600	-97%	-$4M	﹤0.01%	5611
2018 Q1	$4.07M	Buy	+154,200	New	+$4.08M	﹤0.01%	3280
2016 Q2	–	Sell	-509,400	Closed	-$13.9M	–	7416
2016 Q1	$13.9M	Buy	+509,400	New	+$13.8M	﹤0.01%	1864
2014 Q4	–	Sell	-46,600	Closed	-$1.55M	–	8007
2014 Q3	$1.55M	Buy	46,600 +40,400	+652%	+$1.4M	﹤0.01%	3616
2014 Q2	$223K	Buy	6,200 +1,000	+19%	+$32.9K	﹤0.01%	5452
2014 Q1	$173K	Sell	5,200 -1,400	-21%	-$40.8K	﹤0.01%	5549
2013 Q4	$192K	Buy	6,600 +1,400	+27%	+$39.1K	﹤0.01%	5637
2013 Q3	$146K	Sell	5,200 -1,200	-19%	-$34.8K	﹤0.01%	5710
2013 Q2	$179K	Buy	+6,400	New	+$172K	﹤0.01%	5725

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America's WSM Position: Q1 2026 in Review

Bank of America increased its Williams-Sonoma (WSM) stake by 103% in Q1 2026, buying an estimated $112M and bringing the position to 1,108,589 shares worth $202M. The position accounts for 0.01% of the portfolio, ranked #732.

Bank of America first reported a position in WSM in Q2 2013 and has held it in 52 quarters since. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Bank of America held 1,108,589 shares of Williams-Sonoma worth $202M as of Q1 2026.
Bank of America bought 561,977 Williams-Sonoma shares in Q1 2026, an estimated $112M.
Williams-Sonoma made up 0.01% of Bank of America's portfolio in Q1 2026, its #732 holding.
Bank of America first reported a position in Williams-Sonoma in Q2 2013 and has held it in 52 quarters since.
928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.