BEI
WSM icon

Benjamin Edwards Inc’s Williams-Sonoma WSM Stock Holding History

Benjamin Edwards Inc’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 		$941K Buy
4,037
+1,518
+60% +$301K 0.01% 824
2026
Q1 		$459K Sell
2,519
-101
-4% -$20.2K ﹤0.01% 1028
2025
Q4 		$468K Sell
2,620
-24
-0.9% -$4.5K 0.01% 971
2025
Q3 		$517K Buy
2,644
+18
+0.7% +$3.44K 0.01% 923
2025
Q2 		$429K Buy
2,626
+101
+4% +$15.9K 0.01% 892
2025
Q1 		$399K Buy
2,525
+25
+1% +$4.83K 0.01% 856
2024
Q4 		$463K Buy
2,500
+115
+5% +$18.2K 0.01% 841
2024
Q3 		$369K Buy
+2,385
New +$342K 0.01% 895

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

Benjamin Edwards Inc's WSM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Williams-Sonoma (WSM) stake by 60% in Q2 2026, buying an estimated $301K and bringing the position to 4,037 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #824.

Benjamin Edwards Inc first reported a position in WSM in Q3 2024 and has held it in 8 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Benjamin Edwards Inc held 4,037 shares of Williams-Sonoma worth $941K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,518 Williams-Sonoma shares in Q2 2026, an estimated $301K.
  • Williams-Sonoma made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #824 holding.
  • Benjamin Edwards Inc first reported a position in Williams-Sonoma in Q3 2024 and has held it in 8 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.