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Bay Harbor Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bay Harbor Wealth Management’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 		$6.29K Buy
27
+8
+42% +$1.59K ﹤0.01% 371
2026
Q1 		$3.46K Buy
19
+4
+27% +$799 ﹤0.01% 425
2025
Q4 		$2.68K Buy
15
+6
+67% +$1.12K ﹤0.01% 418
2025
Q3 		$1.76K Buy
9
+1
+13% +$191 ﹤0.01% 391
2025
Q2 		$1.31K Buy
8
+4
+100% +$628 ﹤0.01% 394
2025
Q1 		$632 Buy
+4
New +$773 ﹤0.01% 383

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

Bay Harbor Wealth Management's WSM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Williams-Sonoma (WSM) stake by 42% in Q2 2026, buying an estimated $1.59K and bringing the position to 27 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Bay Harbor Wealth Management first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Bay Harbor Wealth Management held 27 shares of Williams-Sonoma worth $6.29K as of Q2 2026.
  • Bay Harbor Wealth Management bought 8 Williams-Sonoma shares in Q2 2026, an estimated $1.59K.
  • Williams-Sonoma made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Bay Harbor Wealth Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.