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Callan Family Office’s Williams-Sonoma WSM Stock Holding History

Callan Family Office’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 		$592K Buy
2,538
+317
+14% +$62.8K 0.01% 762
2026
Q1 		$405K Sell
2,221
-191
-8% -$38.1K 0.01% 837
2025
Q4 		$431K Buy
2,412
+233
+11% +$43.7K 0.01% 821
2025
Q3 		$426K Buy
2,179
+128
+6% +$24.5K 0.01% 579
2025
Q2 		$335K Buy
+2,051
New +$322K 0.01% 732
2025
Q1 		– Sell
-1,598
Closed -$296K – 653
2024
Q4 		$296K Buy
+1,598
New +$254K 0.02% 487

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

Callan Family Office's WSM Position: Q2 2026 in Review

Callan Family Office increased its Williams-Sonoma (WSM) stake by 14% in Q2 2026, buying an estimated $62.8K and bringing the position to 2,538 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #762.

Callan Family Office first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Callan Family Office held 2,538 shares of Williams-Sonoma worth $592K as of Q2 2026.
  • Callan Family Office bought 317 Williams-Sonoma shares in Q2 2026, an estimated $62.8K.
  • Williams-Sonoma made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #762 holding.
  • Callan Family Office first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.