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Greatmark Investment Partners’s Williams-Sonoma WSM Stock Holding History

Greatmark Investment Partners’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 		$4.08M Buy
17,493
+400
+2% +$79.3K 0.45% 45
2026
Q1 		$3.12M Buy
17,093
+1,213
+8% +$242K 0.37% 52
2025
Q4 		$2.84M Buy
15,880
+22
+0.1% +$4.12K 0.34% 52
2025
Q3 		$3.1M Buy
15,858
+318
+2% +$60.8K 0.37% 50
2025
Q2 		$2.54M Buy
15,540
+3,035
+24% +$476K 0.32% 55
2025
Q1 		$1.98M Buy
12,505
+2,390
+24% +$462K 0.27% 58
2024
Q4 		$1.87M Buy
10,115
+660
+7% +$105K 0.26% 57
2024
Q3 		$1.46M Sell
9,455
-355
-4% -$50.9K 0.2% 62
2024
Q2 		$1.39M Sell
9,810
-4,538
-32% -$676K 0.2% 61
2024
Q1 		$2.28M Sell
14,348
-90
-0.6% -$10.4K 0.32% 54
2023
Q4 		$1.46M Buy
14,438
+640
+5% +$55.4K 0.23% 59
2023
Q3 		$1.07M Buy
+13,798
New +$950K 0.19% 65

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

Greatmark Investment Partners's WSM Position: Q2 2026 in Review

Greatmark Investment Partners increased its Williams-Sonoma (WSM) stake by 2.3% in Q2 2026, buying an estimated $79.3K and bringing the position to 17,493 shares worth $4.08M. The position accounts for 0.45% of the portfolio, ranked #45.

Greatmark Investment Partners first reported a position in WSM in Q3 2023 and has held it in 12 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Greatmark Investment Partners held 17,493 shares of Williams-Sonoma worth $4.08M as of Q2 2026.
  • Greatmark Investment Partners bought 400 Williams-Sonoma shares in Q2 2026, an estimated $79.3K.
  • Williams-Sonoma made up 0.45% of Greatmark Investment Partners's portfolio in Q2 2026, its #45 holding.
  • Greatmark Investment Partners first reported a position in Williams-Sonoma in Q3 2023 and has held it in 12 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.