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Clark Asset Management’s Williams-Sonoma WSM Stock Holding History

Clark 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 		$337K Hold
1,444
– – 0.03% 195
2026
Q1 		$263K Hold
1,444
– – 0.02% 204
2025
Q4 		$258K Hold
1,444
– – 0.03% 196
2025
Q3 		$282K Hold
1,444
– – 0.03% 168
2025
Q2 		$236K Hold
1,444
– – 0.03% 169
2025
Q1 		$228K Buy
1,444
+38
+3% +$7.34K 0.04% 138
2024
Q4 		$260K Hold
1,406
– – 0.05% 117
2024
Q3 		$218K Buy
+1,406
New +$202K 0.05% 117
2024
Q2 		– Sell
-1,406
Closed -$223K – 105
2024
Q1 		$223K Buy
+1,406
New +$163K 0.07% 83

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

Clark Asset Management's WSM Position: Q2 2026 in Review

Clark Asset Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,444 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #195.

Clark Asset Management first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Clark Asset Management held 1,444 shares of Williams-Sonoma worth $337K as of Q2 2026.
  • Clark Asset Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #195 holding.
  • Clark Asset Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.