GG
WSM icon

Gleason Group’s Williams-Sonoma WSM Stock Holding History

Gleason Group’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 		$1.58M Buy
6,788
+28
+0.4% +$5.55K 0.14% 38
2026
Q1 		$1.23M Sell
6,760
-5,933
-47% -$1.18M 0.12% 40
2025
Q4 		$2.27M Buy
12,693
+48
+0.4% +$8.99K 0.22% 28
2025
Q3 		$2.47M Buy
12,645
+42
+0.3% +$8.03K 0.25% 27
2025
Q2 		$2.06M Buy
12,603
+53
+0.4% +$8.32K 0.22% 29
2025
Q1 		$1.98M Buy
12,550
+34
+0.3% +$6.57K 0.36% 25
2024
Q4 		$2.32M Sell
12,516
-5,570
-31% -$884K 0.41% 21
2024
Q3 		$2.8M Buy
18,086
+78
+0.4% +$11.2K 0.51% 21
2024
Q2 		$2.54M Buy
18,008
+70
+0.4% +$10.4K 0.52% 20
2024
Q1 		$2.85M Buy
17,938
+72
+0.4% +$8.36K 0.6% 19
2023
Q4 		$1.8M Buy
17,866
+88
+0.5% +$7.62K 0.41% 21
2023
Q3 		$1.38M Buy
17,778
+110
+0.6% +$7.58K 0.36% 24
2023
Q2 		$1.11M Buy
17,668
+142
+0.8% +$8.46K 0.29% 31
2023
Q1 		$1.07M Buy
17,526
+108
+0.6% +$6.74K 0.31% 33
2022
Q4 		$1M Buy
17,418
+112
+0.6% +$6.72K 0.31% 33
2022
Q3 		$1.02M Buy
17,306
+80
+0.5% +$5.68K 0.35% 24
2022
Q2 		$956K Buy
17,226
+104
+0.6% +$6.73K 0.33% 27
2022
Q1 		$1.24M Buy
17,122
+90
+0.5% +$6.81K 0.37% 23
2021
Q4 		$1.44M Buy
17,032
+58
+0.3% +$5.4K 0.47% 20
2021
Q3 		$1.5M Buy
16,974
+52
+0.3% +$4.4K 0.54% 18
2021
Q2 		$1.35M Buy
16,922
+60
+0.4% +$5.11K 0.49% 19
2021
Q1 		$1.51M Buy
16,862
+68
+0.4% +$4.59K 0.59% 18
2020
Q4 		$855K Buy
16,794
+80
+0.5% +$4.1K 0.41% 27
2020
Q3 		$756K Buy
16,714
+86
+0.5% +$3.82K 0.44% 29
2020
Q2 		$682K Buy
16,628
+106
+0.6% +$3.61K 0.42% 29
2020
Q1 		$351K Buy
16,522
+126
+0.8% +$4K 0.28% 44
2019
Q4 		$602K Buy
+16,396
New +$570K 0.36% 36

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

Gleason Group's WSM Position: Q2 2026 in Review

Gleason Group increased its Williams-Sonoma (WSM) stake by 0.41% in Q2 2026, buying an estimated $5.55K and bringing the position to 6,788 shares worth $1.58M. The position accounts for 0.14% of the portfolio, ranked #38.

Gleason Group first reported a position in WSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.85M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Gleason Group held 6,788 shares of Williams-Sonoma worth $1.58M as of Q2 2026.
  • Gleason Group bought 28 Williams-Sonoma shares in Q2 2026, an estimated $5.55K.
  • Williams-Sonoma made up 0.14% of Gleason Group's portfolio in Q2 2026, its #38 holding.
  • Gleason Group first reported a position in Williams-Sonoma in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Williams-Sonoma position peaked at $2.85M in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.