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Fortitude Family Office’s Williams-Sonoma WSM Stock Holding History

Fortitude Family Office’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 		$28K Buy
120
+9
+8% +$1.78K 0.01% 436
2026
Q1 		$20.2K Buy
111
+31
+39% +$6.19K ﹤0.01% 422
2025
Q4 		$14.3K Buy
80
+2
+3% +$375 ﹤0.01% 473
2025
Q3 		$15.2K Hold
78
– – ﹤0.01% 456
2025
Q2 		$12.7K Buy
78
+18
+30% +$2.83K ﹤0.01% 484
2025
Q1 		$9.49K Hold
60
– – ﹤0.01% 551
2024
Q4 		$11.1K Hold
60
– – ﹤0.01% 603
2024
Q3 		$9.29K Buy
60
+20
+50% +$2.87K ﹤0.01% 593
2024
Q2 		$5.65K Hold
40
– – ﹤0.01% 548
2024
Q1 		$6.35K Hold
40
– – ﹤0.01% 507
2023
Q4 		$4.04K Buy
+40
New +$3.46K ﹤0.01% 761

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

Fortitude Family Office's WSM Position: Q2 2026 in Review

Fortitude Family Office increased its Williams-Sonoma (WSM) stake by 8.1% in Q2 2026, buying an estimated $1.78K and bringing the position to 120 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #436.

Fortitude Family Office first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Fortitude Family Office held 120 shares of Williams-Sonoma worth $28K as of Q2 2026.
  • Fortitude Family Office bought 9 Williams-Sonoma shares in Q2 2026, an estimated $1.78K.
  • Williams-Sonoma made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #436 holding.
  • Fortitude Family Office first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.