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Fort Sheridan Advisors’s Williams-Sonoma WSM Stock Holding History

Fort Sheridan Advisors’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 		$280K Hold
1,200
– – 0.03% 244
2026
Q1 		$219K Hold
1,200
– – 0.03% 267
2025
Q4 		$214K Hold
1,200
– – 0.03% 258
2025
Q3 		$235K Buy
+1,200
New +$229K 0.03% 242
2025
Q1 		– Sell
-1,200
Closed -$222K – 257
2024
Q4 		$222K Buy
+1,200
New +$190K 0.03% 230

Other funds holding WSM

BlackRock
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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

Fort Sheridan Advisors's WSM Position: Q2 2026 in Review

Fort Sheridan Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,200 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #244.

Fort Sheridan Advisors first reported a position in WSM in Q4 2024 and has held it in 5 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Fort Sheridan Advisors held 1,200 shares of Williams-Sonoma worth $280K as of Q2 2026.
  • Fort Sheridan Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.03% of Fort Sheridan Advisors's portfolio in Q2 2026, its #244 holding.
  • Fort Sheridan Advisors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 5 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.