BPA
WSM icon

Beacon Pointe Advisors’s Williams-Sonoma WSM Stock Holding History

Beacon Pointe Advisors’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 		$233K Sell
1,000
-100
-9% -$19.8K ﹤0.01% 1739
2026
Q1 		$201K Hold
1,100
– – ﹤0.01% 1733
2025
Q4 		$196K Buy
+1,100
New +$206K ﹤0.01% 1430

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

Beacon Pointe Advisors's WSM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Williams-Sonoma (WSM) stake by 3.6% in Q2 2026, selling an estimated $231K and leaving 31,416 shares worth $7.32M. The position accounts for 0.03% of the portfolio, ranked #420.

Beacon Pointe Advisors first reported a position in WSM in Q3 2021 and has held it in 19 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Beacon Pointe Advisors held 31,416 shares of Williams-Sonoma worth $7.32M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,167 Williams-Sonoma shares in Q2 2026, an estimated $231K.
  • Williams-Sonoma made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #420 holding.
  • Beacon Pointe Advisors first reported a position in Williams-Sonoma in Q3 2021 and has held it in 19 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.