Bank of Montreal’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.5M | Sell |
106,838
-15,526
| -13% | -$3.1M | 0.01% | 847 |
|
|
2025
Q4 | $21.9M | Buy |
122,364
+11,815
| +11% | +$2.21M | 0.01% | 828 |
|
|
2025
Q3 | $21.6M | Buy |
110,549
+12,600
| +13% | +$2.41M | 0.01% | 746 |
|
|
2025
Q2 | $16M | Sell |
97,949
-15,926
| -14% | -$2.5M | 0.01% | 812 |
|
|
2025
Q1 | $18M | Buy |
113,875
+51,350
| +82% | +$9.92M | 0.01% | 743 |
|
|
2024
Q4 | $11.6M | Sell |
62,525
-240
| -0.4% | -$38.1K | 0.01% | 938 |
|
|
2024
Q3 | $9.69M | Sell |
62,765
-109,953
| -64% | -$15.8M | ﹤0.01% | 1058 |
|
|
2024
Q2 | $25.5M | Buy |
172,718
+115,560
| +202% | +$17.2M | 0.01% | 685 |
|
|
2024
Q1 | $9.09M | Sell |
57,158
-798
| -1% | -$92.6K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $5.92M | Buy |
57,956
+6,484
| +13% | +$561K | ﹤0.01% | 1213 |
|
|
2023
Q3 | $3.71M | Sell |
51,472
-6,906
| -12% | -$476K | ﹤0.01% | 1397 |
|
|
2023
Q2 | $3.66M | Buy |
58,378
+788
| +1% | +$47K | ﹤0.01% | 1487 |
|
|
2023
Q1 | $3.5M | Sell |
57,590
-6,070
| -10% | -$379K | ﹤0.01% | 1396 |
|
|
2022
Q4 | $3.73M | Buy |
63,660
+1,488
| +2% | +$89.3K | ﹤0.01% | 1455 |
|
|
2022
Q3 | $3.85K | Sell |
62,172
-5,008
| -7% | -$355K | ﹤0.01% | 1490 |
|
|
2022
Q2 | $4.07K | Sell |
67,180
-5,970
| -8% | -$386K | ﹤0.01% | 1531 |
|
|
2022
Q1 | $5.3M | Sell |
73,150
-10,302
| -12% | -$780K | ﹤0.01% | 1457 |
|
|
2021
Q4 | $7.13M | Sell |
83,452
-27,358
| -25% | -$2.55M | ﹤0.01% | 1096 |
|
|
2021
Q3 | $10.7M | Sell |
110,810
-6,600
| -6% | -$558K | ﹤0.01% | 1255 |
|
|
2021
Q2 | $9.52M | Sell |
117,410
-275,182
| -70% | -$23.4M | ﹤0.01% | 1295 |
|
|
2021
Q1 | $36.4M | Sell |
392,592
-235,290
| -37% | -$15.9M | 0.02% | 502 |
|
|
2020
Q4 | $34.9M | Sell |
627,882
-180,794
| -22% | -$9.26M | 0.02% | 519 |
|
|
2020
Q3 | $39.3M | Sell |
808,676
-28,200
| -3% | -$1.25M | 0.03% | 397 |
|
|
2020
Q2 | $35.4M | Sell |
836,876
-67,178
| -7% | -$2.29M | 0.03% | 418 |
|
|
2020
Q1 | $17.2M | Buy |
904,054
+826,972
| +1,073% | +$26.3M | 0.02% | 539 |
|
|
2019
Q4 | $2.83M | Buy |
77,082
+9,382
| +14% | +$326K | ﹤0.01% | 1686 |
|
|
2019
Q3 | $2.3M | Sell |
67,700
-256,156
| -79% | -$8.48M | ﹤0.01% | 1594 |
|
|
2019
Q2 | $10.5M | Sell |
323,856
-590,304
| -65% | -$16.9M | 0.01% | 878 |
|
|
2019
Q1 | $25.7M | Buy |
914,160
+145,622
| +19% | +$4.02M | 0.02% | 531 |
|
|
2018
Q4 | $19.4M | Buy |
768,538
+651,848
| +559% | +$18.6M | 0.02% | 564 |
|
|
2018
Q3 | $3.83M | Buy |
116,690
+89,888
| +335% | +$2.85M | ﹤0.01% | 1330 |
|
|
2018
Q2 | $823K | Buy |
26,802
+512
| +2% | +$13.7K | ﹤0.01% | 2102 |
|
|
2018
Q1 | $693K | Buy |
26,290
+468
| +2% | +$12.4K | ﹤0.01% | 2078 |
|
|
2017
Q4 | $668K | Buy |
25,822
+3,502
| +16% | +$89.3K | ﹤0.01% | 2153 |
|
|
2017
Q3 | $557K | Sell |
22,320
-1,822
| -8% | -$42.4K | ﹤0.01% | 2236 |
|
|
2017
Q2 | $585K | Sell |
24,142
-18,870
| -44% | -$482K | ﹤0.01% | 2197 |
|
|
2017
Q1 | $1.15M | Buy |
43,012
+20,872
| +94% | +$509K | ﹤0.01% | 1799 |
|
|
2016
Q4 | $607K | Sell |
22,140
-10,050
| -31% | -$256K | ﹤0.01% | 2057 |
|
|
2016
Q3 | $823K | Sell |
32,190
-673,142
| -95% | -$17.6M | ﹤0.01% | 1905 |
|
|
2016
Q2 | $18.4M | Buy |
705,332
+674,204
| +2,166% | +$18.5M | 0.02% | 571 |
|
|
2016
Q1 | $851K | Buy |
31,128
+1,434
| +5% | +$38.9K | ﹤0.01% | 1831 |
|
|
2015
Q4 | $868K | Buy |
29,694
+16,468
| +125% | +$564K | ﹤0.01% | 1771 |
|
|
2015
Q3 | $504K | Buy |
13,226
+1,280
| +11% | +$52.1K | ﹤0.01% | 1843 |
|
|
2015
Q2 | $492K | Buy |
11,946
+592
| +5% | +$23.2K | ﹤0.01% | 1978 |
|
|
2015
Q1 | $452K | Buy |
11,354
+7,460
| +192% | +$296K | ﹤0.01% | 1986 |
|
|
2014
Q4 | $147K | Buy |
3,894
+284
| +8% | +$9.85K | ﹤0.01% | 2599 |
|
|
2014
Q3 | $120K | Sell |
3,610
-194
| -5% | -$6.72K | ﹤0.01% | 2739 |
|
|
2014
Q2 | $137K | Buy |
3,804
+36
| +1% | +$1.18K | ﹤0.01% | 2681 |
|
|
2014
Q1 | $125K | Sell |
3,768
-78
| -2% | -$2.27K | ﹤0.01% | 2700 |
|
|
2013
Q4 | $112K | Hold |
3,846
| – | – | ﹤0.01% | 2495 |
|
|
2013
Q3 | $108K | Buy |
3,846
+230
| +6% | +$6.66K | ﹤0.01% | 2479 |
|
|
2013
Q2 | $101K | Buy |
+3,616
| New | +$97.4K | ﹤0.01% | 2440 |
|
Other funds holding WSM
VCM
BC
VPM
Bank of Montreal's WSM Position: Q1 2026 in Review
Bank of Montreal reduced its Williams-Sonoma (WSM) stake by 13% in Q1 2026, selling an estimated $3.1M and leaving 106,838 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #847.
Bank of Montreal first reported a position in WSM in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.3M in Q3 2020. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.
- Bank of Montreal held 106,838 shares of Williams-Sonoma worth $19.5M as of Q1 2026.
- Bank of Montreal sold 15,526 Williams-Sonoma shares in Q1 2026, an estimated $3.1M.
- Williams-Sonoma made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #847 holding.
- Bank of Montreal first reported a position in Williams-Sonoma in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Williams-Sonoma position peaked at $39.3M in Q3 2020.
- 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.