BGAI
WSM icon

Bruce G. Allen Investments’s Williams-Sonoma WSM Stock Holding History

Bruce G. Allen Investments’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 		$6.29K Buy
27
+7
+35% +$1.39K ﹤0.01% 538
2026
Q1 		$3.65K Hold
20
– – ﹤0.01% 617
2025
Q4 		$3.57K Hold
20
– – ﹤0.01% 608
2025
Q3 		$3.91K Hold
20
– – ﹤0.01% 601
2025
Q2 		$3.27K Buy
20
+6
+43% +$942 ﹤0.01% 627
2025
Q1 		$2.21K Sell
14
-19
-58% -$3.67K ﹤0.01% 690
2024
Q4 		$6.11K Buy
33
+31
+1,550% +$4.92K 0.01% 557
2024
Q3 		$310 Hold
2
– – ﹤0.01% 1046
2024
Q2 		$282 Hold
2
– – ﹤0.01% 921
2024
Q1 		$318 Hold
2
– – ﹤0.01% 898
2023
Q4 		$202 Buy
+2
New +$173 ﹤0.01% 987

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

Bruce G. Allen Investments's WSM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Williams-Sonoma (WSM) stake by 35% in Q2 2026, buying an estimated $1.39K and bringing the position to 27 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Bruce G. Allen Investments first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Bruce G. Allen Investments held 27 shares of Williams-Sonoma worth $6.29K as of Q2 2026.
  • Bruce G. Allen Investments bought 7 Williams-Sonoma shares in Q2 2026, an estimated $1.39K.
  • Williams-Sonoma made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #538 holding.
  • Bruce G. Allen Investments first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.