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Cornerstone Wealth Group’s Williams-Sonoma WSM Stock Holding History

Cornerstone Wealth 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 		$230K Sell
988
-149
-13% -$29.5K 0.01% 441
2026
Q1 		$230K Sell
1,137
-12
-1% -$2.4K 0.01% 396
2025
Q4 		$205K Buy
+1,149
New +$215K 0.01% 375

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 Wealth Group's WSM Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Williams-Sonoma (WSM) stake by 13% in Q2 2026, selling an estimated $29.5K and leaving 988 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #441.

Cornerstone Wealth Group first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cornerstone Wealth Group held 988 shares of Williams-Sonoma worth $230K as of Q2 2026.
  • Cornerstone Wealth Group sold 149 Williams-Sonoma shares in Q2 2026, an estimated $29.5K.
  • Williams-Sonoma made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #441 holding.
  • Cornerstone Wealth Group first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.