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
-240,000
Closed -$6.75M – 5089
2019
Q1 		$6.75M Buy
+240,000
New +$6.62M 0.01% 1005

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 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.