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FWL Investment Management’s Williams-Sonoma WSM Stock Holding History

FWL Investment Management’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 		$7.23K Buy
+31
New +$6.14K ﹤0.01% 331
2026
Q1 		– Sell
-79
Closed -$14.1K – 417
2025
Q4 		$14.1K Buy
+79
New +$14.8K ﹤0.01% 243

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

FWL Investment Management's WSM Position: Q2 2026 in Review

FWL Investment Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 31 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in WSM as recently as Q4 2025.

FWL Investment Management first reported a position in WSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.1K in Q4 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • FWL Investment Management held 31 shares of Williams-Sonoma worth $7.23K as of Q2 2026.
  • Williams-Sonoma was a new FWL Investment Management position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #331 holding.
  • FWL Investment Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 2 quarters since.
  • FWL Investment Management's Williams-Sonoma position peaked at $14.1K in Q4 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.