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Great Lakes Advisors’s Williams-Sonoma WSM Stock Holding History

Great Lakes 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
Q1 		$1.72M Sell
9,450
-131
-1% -$26.2K 0.01% 440
2025
Q4 		$1.71M Buy
9,581
+159
+2% +$29.8K 0.01% 449
2025
Q3 		$1.84M Buy
9,422
+151
+2% +$28.9K 0.02% 447
2025
Q2 		$1.51M Buy
9,271
+443
+5% +$69.6K 0.01% 481
2025
Q1 		$1.4M Sell
8,828
-329
-4% -$63.6K 0.01% 480
2024
Q4 		$1.7M Buy
9,157
+9
+0.1% +$1.43K 0.01% 498
2024
Q3 		$1.42M Sell
9,148
-1,116
-11% -$160K 0.01% 534
2024
Q2 		$1.45M Buy
10,264
+150
+1% +$22.4K 0.01% 518
2024
Q1 		$1.61M Buy
10,114
+4,608
+84% +$535K 0.01% 494
2023
Q4 		$556K Buy
5,506
+640
+13% +$55.4K 0.01% 595
2023
Q3 		$378K Buy
+4,866
New +$335K ﹤0.01% 629
2022
Q4 		– Sell
-3,988
Closed -$235K – 683
2022
Q3 		$235K Buy
+3,988
New +$283K 0.01% 575
2022
Q2 		– Sell
-5,812
Closed -$421K – 751
2022
Q1 		$421K Buy
5,812
+2,228
+62% +$169K 0.01% 548
2021
Q4 		$303K Buy
+3,584
New +$334K ﹤0.01% 581
2018
Q2 		– Sell
-427,328
Closed -$11.3M – 565
2018
Q1 		$11.3M Buy
427,328
+112,448
+36% +$2.97M 0.27% 81
2017
Q4 		$8.14M Buy
314,880
+164,410
+109% +$4.19M 0.18% 108
2017
Q3 		$3.75M Buy
150,470
+9,824
+7% +$228K 0.09% 190
2017
Q2 		$3.41M Buy
+140,646
New +$3.59M 0.08% 206

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Great Lakes Advisors's WSM Position: Q1 2026 in Review

Great Lakes Advisors reduced its Williams-Sonoma (WSM) stake by 1.4% in Q1 2026, selling an estimated $26.2K and leaving 9,450 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #440.

Great Lakes Advisors first reported a position in WSM in Q2 2017 and has held it in 18 quarters since. The position peaked at $11.3M in Q1 2018. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Great Lakes Advisors held 9,450 shares of Williams-Sonoma worth $1.72M as of Q1 2026.
  • Great Lakes Advisors sold 131 Williams-Sonoma shares in Q1 2026, an estimated $26.2K.
  • Williams-Sonoma made up 0.01% of Great Lakes Advisors's portfolio in Q1 2026, its #440 holding.
  • Great Lakes Advisors first reported a position in Williams-Sonoma in Q2 2017 and has held it in 18 quarters since.
  • Great Lakes Advisors's Williams-Sonoma position peaked at $11.3M in Q1 2018.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.