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 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 $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Belpointe Asset Management's WSM Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 3,298 shares worth $769K. The stake represents 0.03% of the portfolio and ranks #575 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in WSM as recently as Q2 2025.

Belpointe Asset Management first reported a position in WSM in Q1 2021 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Belpointe Asset Management held 3,298 shares of Williams-Sonoma worth $769K as of Q2 2026.
Williams-Sonoma was a new Belpointe Asset Management position in Q2 2026.
Williams-Sonoma made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #575 holding.
Belpointe Asset Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 11 quarters since.
1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.