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Cornerstone Financial Management’s Williams-Sonoma WSM Stock Holding History

Cornerstone Financial 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 		$4.89K Buy
21
+6
+40% +$1.19K ﹤0.01% 624
2026
Q1 		$2.73K Buy
15
+3
+25% +$599 ﹤0.01% 636
2025
Q4 		$2.14K Buy
+12
New +$2.25K ﹤0.01% 662

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

Cornerstone Financial Management's WSM Position: Q2 2026 in Review

Cornerstone Financial Management increased its Williams-Sonoma (WSM) stake by 40% in Q2 2026, buying an estimated $1.19K and bringing the position to 21 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Cornerstone Financial Management first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cornerstone Financial Management held 21 shares of Williams-Sonoma worth $4.89K as of Q2 2026.
  • Cornerstone Financial Management bought 6 Williams-Sonoma shares in Q2 2026, an estimated $1.19K.
  • Williams-Sonoma made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #624 holding.
  • Cornerstone Financial Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.