Center For Asset Management’s Williams-Sonoma WSM Stock Holding History

Center For Asset 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	$812K	Sell	3,483 -106	-3%	-$21K	0.36%	68
2026 Q1	$655K	Buy	3,589 +143	+4%	+$28.6K	0.33%	74
2025 Q4	$615K	Sell	3,446 -358	-9%	-$67.1K	0.32%	74
2025 Q3	$744K	Sell	3,804 -13	-0.3%	-$2.48K	0.4%	55
2025 Q2	$712K	Sell	3,817 -178	-4%	-$27.9K	0.44%	53
2025 Q1	$632K	Buy	3,995 +105	+3%	+$20.3K	0.39%	58
2024 Q4	$720K	Sell	3,890 -68	-2%	-$10.8K	0.47%	50
2024 Q3	$613K	Sell	3,958 -3,898	-50%	-$559K	0.37%	59
2024 Q2	$555K	Buy	7,856 +4,110	+110%	+$613K	0.37%	60
2024 Q1	$595K	Sell	3,746 -130	-3%	-$15.1K	0.49%	45
2023 Q4	$391K	Sell	3,876 -390	-9%	-$33.8K	0.36%	64
2023 Q3	$331K	Sell	4,266 -226	-5%	-$15.6K	0.33%	79
2023 Q2	$281K	Buy	+4,492	New	+$268K	0.27%	85

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

Center For Asset Management's WSM Position: Q2 2026 in Review

Center For Asset Management reduced its Williams-Sonoma (WSM) stake by 3% in Q2 2026, selling an estimated $21K and leaving 3,483 shares worth $812K. The position accounts for 0.36% of the portfolio, ranked #68.

Center For Asset Management first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Center For Asset Management held 3,483 shares of Williams-Sonoma worth $812K as of Q2 2026.
Center For Asset Management sold 106 Williams-Sonoma shares in Q2 2026, an estimated $21K.
Williams-Sonoma made up 0.36% of Center For Asset Management's portfolio in Q2 2026, its #68 holding.
Center For Asset Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.