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Chicago Partners Investment Group’s Williams-Sonoma WSM Stock Holding History

Chicago Partners Investment Group’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 		$818K Buy
3,741
+187
+5% +$37.1K 0.02% 747
2026
Q1 		$701K Buy
3,554
+199
+6% +$39.7K 0.02% 696
2025
Q4 		$686K Buy
3,355
+72
+2% +$13.5K 0.02% 596
2025
Q3 		$655K Buy
3,283
+1,640
+100% +$313K 0.02% 563
2025
Q2 		$302K Buy
1,643
+157
+11% +$24.6K 0.01% 837
2025
Q1 		$234K Buy
+1,486
New +$287K 0.01% 792
2015
Q3 		– Sell
-238
Closed -$9K – 457
2015
Q2 		$9K Hold
238
– – ﹤0.01% 354
2015
Q1 		$9K Sell
238
-212
-47% -$8.41K ﹤0.01% 361
2014
Q4 		$17K Buy
+450
New +$15.6K 0.01% 308

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

Chicago Partners Investment Group's WSM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Williams-Sonoma (WSM) stake by 5.3% in Q2 2026, buying an estimated $37.1K and bringing the position to 3,741 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #747.

Chicago Partners Investment Group first reported a position in WSM in Q4 2014 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Chicago Partners Investment Group held 3,741 shares of Williams-Sonoma worth $818K as of Q2 2026.
  • Chicago Partners Investment Group bought 187 Williams-Sonoma shares in Q2 2026, an estimated $37.1K.
  • Williams-Sonoma made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #747 holding.
  • Chicago Partners Investment Group first reported a position in Williams-Sonoma in Q4 2014 and has held it in 9 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.