Eastern Bank’s Williams-Sonoma WSM Stock Holding History

Eastern Bank’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 Q3	$171K	Buy	752 +72	+11%	+$16.6K	﹤0.01%	410
2026 Q2	$159K	Buy	+680	New	+$135K	﹤0.01%	424
2016 Q4	–	Sell	-10,590	Closed	-$270K	–	205
2016 Q3	$270K	Sell	10,590 -6,870	-39%	-$180K	0.02%	170
2016 Q2	$455K	Sell	17,460 -4,502	-20%	-$123K	0.04%	141
2016 Q1	$601K	Sell	21,962 -297,816	-93%	-$8.08M	0.05%	129
2015 Q4	$9.34M	Buy	319,778 +3,794	+1%	+$130K	0.78%	57
2015 Q3	$12.1M	Buy	315,984 +5,632	+2%	+$229K	1.05%	41
2015 Q2	$12.8M	Buy	310,352 +3,764	+1%	+$147K	1.03%	44
2015 Q1	$12.2M	Sell	306,588 -20,820	-6%	-$826K	0.98%	44
2014 Q4	$12.4M	Buy	327,408 +3,832	+1%	+$133K	0.98%	50
2014 Q3	$10.8M	Buy	323,576 +6,026	+2%	+$209K	0.87%	51
2014 Q2	$11.4M	Buy	317,550 +6,196	+2%	+$204K	0.92%	50
2014 Q1	$10.4M	Buy	+311,354	New	+$9.07M	0.87%	50

Other funds holding WSM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Eastern Bank's WSM Position: Q3 2026 in Review

Eastern Bank increased its Williams-Sonoma (WSM) stake by 11% in Q3 2026, buying an estimated $16.6K and bringing the position to 752 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Eastern Bank first reported a position in WSM in Q1 2014 and has held it in 13 quarters since. The position peaked at $12.8M in Q2 2015. 655 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Eastern Bank held 752 shares of Williams-Sonoma worth $171K as of Q3 2026.
Eastern Bank bought 72 Williams-Sonoma shares in Q3 2026, an estimated $16.6K.
Williams-Sonoma made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #410 holding.
Eastern Bank first reported a position in Williams-Sonoma in Q1 2014 and has held it in 13 quarters since.
Eastern Bank's Williams-Sonoma position peaked at $12.8M in Q2 2015.
655 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.