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

Bank of Montreal’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
2019
Q2 		– Sell
-200,000
Closed -$5.63M – 5088
2019
Q1 		$5.63M Buy
+200,000
New +$5.52M ﹤0.01% 1086

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 of Montreal's WSM Position: Q2 2026 in Review

Bank of Montreal increased its Williams-Sonoma (WSM) stake by 23% in Q2 2026, buying an estimated $4.92M and bringing the position to 131,659 shares worth $30.7M. The position accounts for 0.01% of the portfolio, ranked #752.

Bank of Montreal first reported a position in WSM in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.3M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Bank of Montreal held 131,659 shares of Williams-Sonoma worth $30.7M as of Q2 2026.
  • Bank of Montreal bought 24,821 Williams-Sonoma shares in Q2 2026, an estimated $4.92M.
  • Williams-Sonoma made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #752 holding.
  • Bank of Montreal first reported a position in Williams-Sonoma in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Williams-Sonoma position peaked at $39.3M in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.