BOK Financial’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.23M Sell
12,232
-11,114
-48% -$2.22M 0.03% 303
2025
Q4
$4.17M Sell
23,346
-1,932
-8% -$362K 0.06% 223
2025
Q3
$4.94M Sell
25,278
-300
-1% -$57.3K 0.07% 213
2025
Q2
$4.18M Sell
25,578
-96
-0.4% -$15.1K 0.07% 220
2025
Q1
$4.06M Sell
25,674
-7,445
-22% -$1.44M 0.07% 219
2024
Q4
$6.52M Sell
33,119
-18,441
-36% -$2.93M 0.11% 165
2024
Q3
$7.84M Sell
51,560
-1,324
-3% -$190K 0.14% 147
2024
Q2
$7.47M Buy
52,884
+22,962
+77% +$3.42M 0.13% 151
2024
Q1
$4.71M Buy
29,922
+7,484
+33% +$869K 0.09% 220
2023
Q4
$2.26M Buy
22,438
+74
+0.3% +$6.41K 0.04% 329
2023
Q3
$1.68M Buy
22,364
+10,640
+91% +$733K 0.04% 352
2023
Q2
$734K Sell
11,724
-168
-1% -$10K 0.01% 512
2023
Q1
$723K Sell
11,892
-43,936
-79% -$2.74M 0.02% 514
2022
Q4
$3.21M Sell
55,828
-2,792
-5% -$168K 0.06% 288
2022
Q3
$3.45M Buy
58,620
+4,432
+8% +$315K 0.07% 260
2022
Q2
$3.01M Sell
54,188
-7,936
-13% -$513K 0.06% 288
2022
Q1
$4.5M Sell
62,124
-32
-0.1% -$2.42K 0.07% 246
2021
Q4
$5.26M Buy
62,156
+114
+0.2% +$10.6K 0.08% 227
2021
Q3
$5.5M Buy
+62,042
New +$5.25M 0.09% 215
2021
Q1
$205K Buy
+2,286
New +$154K ﹤0.01% 874
2020
Q1
Sell
-7,026
Closed -$258K 935
2019
Q4
$258K Buy
7,026
+138
+2% +$4.79K 0.01% 833
2019
Q3
$235K Sell
6,888
-4
-0.1% -$132 0.01% 829
2019
Q2
$224K Sell
6,892
-34,700
-83% -$995K 0.01% 833
2019
Q1
$1.17M Buy
+41,592
New +$1.15M 0.03% 446
2018
Q4
Sell
-34,082
Closed -$1.12M 943
2018
Q3
$1.12M Buy
34,082
+662
+2% +$21K 0.03% 478
2018
Q2
$1.03M Buy
33,420
+552
+2% +$14.8K 0.03% 485
2018
Q1
$867K Buy
32,868
+864
+3% +$22.8K 0.02% 504
2017
Q4
$827K Sell
32,004
-129,894
-80% -$3.31M 0.02% 535
2017
Q3
$4.04M Sell
161,898
-23,938
-13% -$557K 0.12% 198
2017
Q2
$4.51M Buy
185,836
+130,136
+234% +$3.32M 0.14% 167
2017
Q1
$1.49M Sell
55,700
-65,836
-54% -$1.6M 0.05% 390
2016
Q4
$2.94M Sell
121,536
-1,684
-1% -$42.9K 0.1% 232
2016
Q3
$3.15M Sell
123,220
-2,770
-2% -$72.4K 0.1% 214
2016
Q2
$3.28M Sell
125,990
-3,536
-3% -$97K 0.12% 198
2016
Q1
$3.55M Sell
129,526
-10,728
-8% -$291K 0.13% 189
2015
Q4
$4.1M Buy
140,254
+2,190
+2% +$75K 0.15% 173
2015
Q3
$5.27M Buy
138,064
+1,944
+1% +$79.1K 0.2% 117
2015
Q2
$5.6M Buy
136,120
+3,528
+3% +$138K 0.19% 114
2015
Q1
$5.29M Buy
132,592
+9,162
+7% +$363K 0.18% 131
2014
Q4
$4.67M Sell
123,430
-6,794
-5% -$236K 0.16% 145
2014
Q3
$4.33M Sell
130,224
-1,414
-1% -$49K 0.14% 161
2014
Q2
$4.72M Sell
131,638
-460
-0.3% -$15.1K 0.15% 153
2014
Q1
$4.4M Sell
132,098
-414
-0.3% -$12.1K 0.15% 160
2013
Q4
$3.86M Sell
132,512
-3,714
-3% -$104K 0.13% 173
2013
Q3
$3.83M Sell
136,226
-21,482
-14% -$622K 0.14% 164
2013
Q2
$4.41M Buy
+157,708
New +$4.25M 0.17% 127

Other funds holding WSM

BOK Financial's WSM Position: Q1 2026 in Review

BOK Financial reduced its Williams-Sonoma (WSM) stake by 48% in Q1 2026, selling an estimated $2.22M and leaving 12,232 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #303.

BOK Financial first reported a position in WSM in Q2 2013 and has held it in 46 quarters since. The position peaked at $7.84M in Q3 2024. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • BOK Financial held 12,232 shares of Williams-Sonoma worth $2.23M as of Q1 2026.
  • BOK Financial sold 11,114 Williams-Sonoma shares in Q1 2026, an estimated $2.22M.
  • Williams-Sonoma made up 0.03% of BOK Financial's portfolio in Q1 2026, its #303 holding.
  • BOK Financial first reported a position in Williams-Sonoma in Q2 2013 and has held it in 46 quarters since.
  • BOK Financial's Williams-Sonoma position peaked at $7.84M in Q3 2024.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.