Burton Enright Welch’s Williams-Sonoma WSM Stock Holding History

Burton Enright Welch’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	$842K	Sell	3,612 -201	-5%	-$39.8K	0.1%	73
2026 Q1	$695K	Sell	3,813 -237	-6%	-$47.3K	0.09%	76
2025 Q4	$723K	Buy	4,050 +6	+0.1%	+$1.12K	0.1%	72
2025 Q3	$790K	Buy	4,044 +2	+0%	+$382	0.12%	67
2025 Q2	$660K	Sell	4,042 -457	-10%	-$71.7K	0.11%	71
2025 Q1	$711K	Sell	4,499 -245	-5%	-$47.3K	0.14%	54
2024 Q4	$878K	Hold	4,744	–	–	0.18%	48
2024 Q3	$735K	Sell	4,744 -1,130	-19%	-$162K	0.16%	49
2024 Q2	$829K	Sell	5,874 -640	-10%	-$95.4K	0.19%	44
2024 Q1	$1.03M	Sell	6,514 -230	-3%	-$26.7K	0.25%	38
2023 Q4	$680K	Hold	6,744	–	–	0.18%	45
2023 Q3	$524K	Sell	6,744 -498	-7%	-$34.3K	0.16%	46
2023 Q2	$453K	Hold	7,242	–	–	0.14%	51
2023 Q1	$441K	Hold	7,242	–	–	0.17%	47
2022 Q4	$416K	Buy	7,242 +2,514	+53%	+$151K	0.17%	46
2022 Q3	$279K	Buy	4,728 +46	+1%	+$3.27K	0.14%	50
2022 Q2	$260K	Hold	4,682	–	–	0.16%	53
2022 Q1	$339K	Sell	4,682 -252	-5%	-$19.1K	0.19%	51
2021 Q4	$417K	Buy	+4,934	New	+$460K	0.28%	40

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 $3.37T AUM 44.26% 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

Burton Enright Welch's WSM Position: Q2 2026 in Review

Burton Enright Welch reduced its Williams-Sonoma (WSM) stake by 5.3% in Q2 2026, selling an estimated $39.8K and leaving 3,612 shares worth $842K. The position accounts for 0.1% of the portfolio, ranked #73.

Burton Enright Welch first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Burton Enright Welch held 3,612 shares of Williams-Sonoma worth $842K as of Q2 2026.
Burton Enright Welch sold 201 Williams-Sonoma shares in Q2 2026, an estimated $39.8K.
Williams-Sonoma made up 0.1% of Burton Enright Welch's portfolio in Q2 2026, its #73 holding.
Burton Enright Welch first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
Burton Enright Welch's Williams-Sonoma position peaked at $1.03M in Q1 2024.
1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.