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Blue Trust Inc’s Williams-Sonoma WSM Stock Holding History

Blue Trust 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 		$276K Sell
1,182
-7
-0.6% -$1.39K ﹤0.01% 683
2026
Q1 		$217K Sell
1,189
-29
-2% -$5.79K ﹤0.01% 748
2025
Q4 		$218K Sell
1,218
-35
-3% -$6.56K ﹤0.01% 748
2025
Q3 		$245K Sell
1,253
-30
-2% -$5.73K ﹤0.01% 730
2025
Q2 		$210K Buy
1,283
+155
+14% +$24.3K ﹤0.01% 757
2025
Q1 		$178K Sell
1,128
-105
-9% -$20.3K ﹤0.01% 756
2024
Q4 		$228K Sell
1,233
-86
-7% -$13.6K ﹤0.01% 596
2024
Q3 		$373K Buy
1,319
+207
+19% +$29.7K ﹤0.01% 579
2024
Q2 		$177K Buy
1,112
+690
+164% +$103K ﹤0.01% 758
2024
Q1 		$67K Sell
422
-394
-48% -$45.7K ﹤0.01% 823
2023
Q4 		$64K Buy
816
+172
+27% +$14.9K ﹤0.01% 845
2023
Q3 		$40K Buy
644
+180
+39% +$12.4K ﹤0.01% 927
2023
Q2 		$28K Sell
464
-1,274
-73% -$75.9K ﹤0.01% 921
2023
Q1 		$99K Buy
1,738
+668
+62% +$41.7K ﹤0.01% 774
2022
Q4 		$63K Buy
1,070
+660
+161% +$39.6K ﹤0.01% 833
2022
Q3 		$22K Buy
410
+344
+521% +$24.4K ﹤0.01% 1066
2022
Q2 		$5K Buy
+66
New +$4.27K ﹤0.01% 1470

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

Blue Trust Inc's WSM Position: Q2 2026 in Review

Blue Trust Inc reduced its Williams-Sonoma (WSM) stake by 0.59% in Q2 2026, selling an estimated $1.39K and leaving 1,182 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Blue Trust Inc first reported a position in WSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $373K in Q3 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Blue Trust Inc held 1,182 shares of Williams-Sonoma worth $276K as of Q2 2026.
  • Blue Trust Inc sold 7 Williams-Sonoma shares in Q2 2026, an estimated $1.39K.
  • Williams-Sonoma made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #683 holding.
  • Blue Trust Inc first reported a position in Williams-Sonoma in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Williams-Sonoma position peaked at $373K in Q3 2024.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.