CYG
WSM icon

Clean Yield Group’s Williams-Sonoma WSM Stock Holding History

Clean Yield 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 		$20.5K Hold
88
– – 0.01% 291
2026
Q1 		$16K Sell
88
-104
-54% -$20.8K ﹤0.01% 287
2025
Q4 		$34.3K Hold
192
– – 0.01% 261
2025
Q3 		$37.5K Hold
192
– – 0.01% 250
2025
Q2 		$31.4K Hold
192
– – 0.01% 255
2025
Q1 		$30.4K Hold
192
– – 0.01% 263
2024
Q4 		$35.6K Hold
192
– – 0.01% 259
2024
Q3 		$29.7K Buy
+192
New +$27.5K 0.01% 269

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

Clean Yield Group's WSM Position: Q2 2026 in Review

Clean Yield Group held its Williams-Sonoma (WSM) position steady in Q2 2026 at 88 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #291.

Clean Yield Group first reported a position in WSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.5K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Clean Yield Group held 88 shares of Williams-Sonoma worth $20.5K as of Q2 2026.
  • Clean Yield Group left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #291 holding.
  • Clean Yield Group first reported a position in Williams-Sonoma in Q3 2024 and has held it in 8 quarters since.
  • Clean Yield Group's Williams-Sonoma position peaked at $37.5K in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.