Belpointe Asset Management’s Williams-Sonoma WSM Stock Holding History

Belpointe Asset 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 Q3	$500K	Sell	2,195 -1,103	-33%	-$255K	0.01%	740
2026 Q2	$769K	Buy	+3,298	New	+$654K	0.03%	575
2025 Q3	–	Sell	-1,301	Closed	-$213K	–	1054
2025 Q2	$213K	Buy	+1,301	New	+$204K	0.01%	858
2023 Q2	–	Sell	-3,174	Closed	-$193K	–	3392
2023 Q1	$193K	Buy	3,174 +118	+4%	+$7.37K	0.01%	962
2022 Q4	$176K	Sell	3,056 -1,010	-25%	-$60.6K	0.01%	958
2022 Q3	$240K	Sell	4,066 -890	-18%	-$63.2K	0.02%	766
2022 Q2	$275K	Sell	4,956 -124	-2%	-$8.02K	0.02%	715
2022 Q1	$369K	Buy	5,080 +1,390	+38%	+$105K	0.02%	640
2021 Q4	$312K	Buy	3,690 +1,756	+91%	+$164K	0.02%	691
2021 Q3	$172K	Sell	1,934 -2,316	-54%	-$196K	0.01%	916
2021 Q2	$340K	Buy	4,250 +2,706	+175%	+$230K	0.02%	631
2021 Q1	$138K	Buy	+1,544	New	+$104K	0.01%	886

Other funds holding WSM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Belpointe Asset Management's WSM Position: Q3 2026 in Review

Belpointe Asset Management reduced its Williams-Sonoma (WSM) stake by 33% in Q3 2026, selling an estimated $255K and leaving 2,195 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #740.

Belpointe Asset Management first reported a position in WSM in Q1 2021 and has held it in 12 quarters since. The position peaked at $769K in Q2 2026. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Belpointe Asset Management held 2,195 shares of Williams-Sonoma worth $500K as of Q3 2026.
Belpointe Asset Management sold 1,103 Williams-Sonoma shares in Q3 2026, an estimated $255K.
Williams-Sonoma made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #740 holding.
Belpointe Asset Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 12 quarters since.
Belpointe Asset Management's Williams-Sonoma position peaked at $769K in Q2 2026.
886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.