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Bell Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Bell Investment 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 		$61.1K Sell
262
-23
-8% -$4.56K 0.01% 244
2026
Q1 		$52K Buy
285
+23
+9% +$4.59K 0.01% 244
2025
Q4 		$46.8K Buy
262
+3
+1% +$562 0.01% 265
2025
Q3 		$50.6K Sell
259
-12
-4% -$2.29K 0.01% 239
2025
Q2 		$44.3K Buy
271
+7
+3% +$1.1K 0.01% 268
2025
Q1 		$41.7K Hold
264
– – 0.01% 247
2024
Q4 		$48.9K Sell
264
-56
-18% -$8.89K 0.01% 224
2024
Q3 		$49.6K Buy
320
+8
+3% +$1.15K 0.01% 227
2024
Q2 		$44K Buy
312
+44
+16% +$6.56K 0.01% 235
2024
Q1 		$42.5K Hold
268
– – 0.01% 230
2023
Q4 		$27K Buy
268
+36
+16% +$3.12K 0.01% 282
2023
Q3 		$18K Buy
232
+34
+17% +$2.34K ﹤0.01% 336
2023
Q2 		$12.4K Buy
198
+18
+10% +$1.07K ﹤0.01% 437
2023
Q1 		$10.9K Buy
180
+26
+17% +$1.62K ﹤0.01% 452
2022
Q4 		$8.85K Sell
154
-38
-20% -$2.28K ﹤0.01% 533
2022
Q3 		$11K Buy
192
+36
+23% +$2.56K ﹤0.01% 403
2022
Q2 		$9K Buy
+156
New +$10.1K ﹤0.01% 475
2021
Q4 		$13K Buy
150
+4
+3% +$373 ﹤0.01% 427
2021
Q3 		$13K Buy
+146
New +$12.4K ﹤0.01% 397

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

Bell Investment Advisors's WSM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Williams-Sonoma (WSM) stake by 8.1% in Q2 2026, selling an estimated $4.56K and leaving 262 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #244.

Bell Investment Advisors first reported a position in WSM in Q3 2021 and has held it in 19 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Bell Investment Advisors held 262 shares of Williams-Sonoma worth $61.1K as of Q2 2026.
  • Bell Investment Advisors sold 23 Williams-Sonoma shares in Q2 2026, an estimated $4.56K.
  • Williams-Sonoma made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #244 holding.
  • Bell Investment Advisors first reported a position in Williams-Sonoma in Q3 2021 and has held it in 19 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.