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Bare Financial Services’s Williams-Sonoma WSM Stock Holding History

Bare Financial Services’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 		$1.63K Buy
7
+3
+75% +$595 ﹤0.01% 1190
2026
Q1 		$729 Hold
4
– – ﹤0.01% 1368
2025
Q4 		$714 Hold
4
– – ﹤0.01% 1232
2025
Q3 		$782 Hold
4
– – ﹤0.01% 1090
2025
Q2 		$653 Sell
4
-7
-64% -$1.1K ﹤0.01% 1045
2025
Q1 		$1.74K Buy
+11
New +$2.13K ﹤0.01% 319

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 $3.37T AUM 44.26% 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

Bare Financial Services's WSM Position: Q2 2026 in Review

Bare Financial Services increased its Williams-Sonoma (WSM) stake by 75% in Q2 2026, buying an estimated $595 and bringing the position to 7 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Bare Financial Services first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74K in Q1 2025. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Bare Financial Services held 7 shares of Williams-Sonoma worth $1.63K as of Q2 2026.
  • Bare Financial Services bought 3 Williams-Sonoma shares in Q2 2026, an estimated $595.
  • Williams-Sonoma made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1190 holding.
  • Bare Financial Services first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Williams-Sonoma position peaked at $1.74K in Q1 2025.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.