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Consolidated Capital Management’s Williams-Sonoma WSM Stock Holding History

Consolidated Capital 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 		$499K Hold
2,140
– – 0.13% 46
2026
Q1 		$390K Hold
2,140
– – 0.13% 47
2025
Q4 		$382K Buy
2,140
+1,000
+88% +$187K 0.12% 57
2025
Q3 		$223K Buy
+1,140
New +$218K 0.08% 48
2025
Q2 		– Sell
-1,440
Closed -$228K – 50
2025
Q1 		$228K Buy
+1,440
New +$278K 0.09% 43

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

Consolidated Capital Management's WSM Position: Q2 2026 in Review

Consolidated Capital Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 2,140 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #46.

Consolidated Capital Management first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Consolidated Capital Management held 2,140 shares of Williams-Sonoma worth $499K as of Q2 2026.
  • Consolidated Capital Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.13% of Consolidated Capital Management's portfolio in Q2 2026, its #46 holding.
  • Consolidated Capital Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.