First Western Trust Bank’s Williams-Sonoma WSM Stock Holding History

First Western Trust 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 Q2	$337K	Hold	1,444	–	–	0.02%	171
2026 Q1	$263K	Hold	1,444	–	–	0.01%	179
2025 Q4	$258K	Hold	1,444	–	–	0.01%	173
2025 Q3	$282K	Hold	1,444	–	–	0.01%	162
2025 Q2	$236K	Hold	1,444	–	–	0.01%	180
2025 Q1	$228K	Sell	1,444 -323	-18%	-$62.4K	0.01%	171
2024 Q4	$327K	Buy	1,767 +27	+2%	+$4.28K	0.02%	154
2024 Q3	$270K	Buy	1,740 +296	+20%	+$42.5K	0.01%	169
2024 Q2	$204K	Hold	1,444	–	–	0.01%	193
2024 Q1	$229K	Buy	+1,444	New	+$168K	0.01%	187

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Western Trust Bank's WSM Position: Q2 2026 in Review

First Western Trust Bank held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,444 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #171.

First Western Trust Bank first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

First Western Trust Bank held 1,444 shares of Williams-Sonoma worth $337K as of Q2 2026.
First Western Trust Bank left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #171 holding.
First Western Trust Bank first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.