Brown, Lisle/Cummings’s Williams-Sonoma WSM Stock Holding History

Brown, Lisle/Cummings’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	$143K	Sell	615 -7	-1%	-$1.39K	0.03%	265
2026 Q1	$113K	Buy	622 +62	+11%	+$12.4K	0.03%	275
2025 Q4	$100K	Hold	560	–	–	0.02%	280
2025 Q3	$109K	Hold	560	–	–	0.03%	265
2025 Q2	$91.5K	Hold	560	–	–	0.02%	280
2025 Q1	$88.5K	Hold	560	–	–	0.03%	281
2024 Q4	$104K	Buy	+560	New	+$88.9K	0.03%	263

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 $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's WSM Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Williams-Sonoma (WSM) stake by 1.1% in Q2 2026, selling an estimated $1.39K and leaving 615 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #265.

Brown, Lisle/Cummings first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Brown, Lisle/Cummings held 615 shares of Williams-Sonoma worth $143K as of Q2 2026.
Brown, Lisle/Cummings sold 7 Williams-Sonoma shares in Q2 2026, an estimated $1.39K.
Williams-Sonoma made up 0.03% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #265 holding.
Brown, Lisle/Cummings first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.