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Covestor’s Williams-Sonoma WSM Stock Holding History

Covestor’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 		$18K Buy
77
+19
+33% +$3.77K 0.01% 1231
2026
Q1 		$11K Sell
58
-71
-55% -$14.2K 0.01% 1368
2025
Q4 		$24K Sell
129
-536
-81% -$100K 0.01% 1217
2025
Q3 		$130K Sell
665
-63
-9% -$12K 0.07% 423
2025
Q2 		$119K Buy
728
+644
+767% +$101K 0.07% 451
2025
Q1 		$13K Sell
84
-1,353
-94% -$261K 0.01% 1370
2024
Q4 		$266K Buy
1,437
+152
+12% +$24.1K 0.17% 84
2024
Q3 		$199K Buy
1,285
+365
+40% +$52.4K 0.12% 175
2024
Q2 		$130K Buy
920
+696
+311% +$104K 0.08% 348
2024
Q1 		$35K Sell
224
-78
-26% -$9.05K 0.02% 1013
2023
Q4 		$30K Sell
302
-30
-9% -$2.6K 0.02% 1055
2023
Q3 		$26K Sell
332
-12
-3% -$827 0.02% 1029
2023
Q2 		$21K Buy
344
+112
+48% +$6.67K 0.02% 1124
2023
Q1 		$14K Sell
232
-18
-7% -$1.12K 0.01% 1165
2022
Q4 		$14K Buy
250
+74
+42% +$4.44K 0.01% 1177
2022
Q3 		$10K Sell
176
-1,280
-88% -$90.8K 0.01% 1282
2022
Q2 		$81K Buy
1,456
+36
+3% +$2.33K 0.06% 524
2022
Q1 		$103K Buy
1,420
+692
+95% +$52.4K 0.07% 491
2021
Q4 		$62K Buy
+728
New +$67.8K 0.09% 412

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
VPM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Covestor's WSM Position: Q2 2026 in Review

Covestor increased its Williams-Sonoma (WSM) stake by 33% in Q2 2026, buying an estimated $3.77K and bringing the position to 77 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1231.

Covestor first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $266K in Q4 2024. 809 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Covestor held 77 shares of Williams-Sonoma worth $18K as of Q2 2026.
  • Covestor bought 19 Williams-Sonoma shares in Q2 2026, an estimated $3.77K.
  • Williams-Sonoma made up 0.01% of Covestor's portfolio in Q2 2026, its #1231 holding.
  • Covestor first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Williams-Sonoma position peaked at $266K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.