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Brookstone Capital Management’s Williams-Sonoma WSM Stock Holding History

Brookstone Capital 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 		– Sell
-3,441
Closed -$627K – 1376
2026
Q1 		$627K Buy
+3,441
New +$687K 0.01% 798
2025
Q4 		– Sell
-3,758
Closed -$735K – 1238
2025
Q3 		$735K Buy
+3,758
New +$718K 0.01% 703
2019
Q2 		– Sell
-18,088
Closed -$509K – 488
2019
Q1 		$509K Buy
+18,088
New +$499K 0.03% 222
2018
Q4 		– Sell
-16,788
Closed -$552K – 404
2018
Q3 		$552K Buy
16,788
+166
+1% +$5.26K 0.04% 240
2018
Q2 		$510K Buy
+16,622
New +$445K 0.04% 224

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

Brookstone Capital Management's WSM Position: Q2 2026 in Review

Brookstone Capital Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 3,441 shares — an estimated $627K sold.

Brookstone Capital Management first reported a position in WSM in Q2 2018 and held it in 5 quarters. The position peaked at $735K in Q3 2025. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Brookstone Capital Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 3,441 Williams-Sonoma shares in Q2 2026, an estimated $627K.
  • Brookstone Capital Management first reported a position in Williams-Sonoma in Q2 2018 and held it in 5 quarters.
  • Brookstone Capital Management's Williams-Sonoma position peaked at $735K in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.