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Harbour Investments’s Williams-Sonoma WSM Stock Holding History

Harbour Investments’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 		$136K Buy
583
+40
+7% +$7.93K ﹤0.01% 1822
2026
Q1 		$99.2K Sell
543
-595
-52% -$119K ﹤0.01% 1945
2025
Q4 		$203K Sell
1,138
-188
-14% -$35.2K ﹤0.01% 1273
2025
Q3 		$259K Sell
1,326
-46
-3% -$8.79K 0.01% 1126
2025
Q2 		$224K Buy
1,372
+1,032
+304% +$162K 0.01% 1124
2025
Q1 		$53.8K Buy
340
+295
+656% +$57K ﹤0.01% 1723
2024
Q4 		$8.33K Sell
45
-2
-4% -$317 ﹤0.01% 2528
2024
Q3 		$7.28K Buy
47
+5
+12% +$717 ﹤0.01% 2488
2024
Q2 		$5.93K Buy
42
+6
+17% +$894 ﹤0.01% 2450
2024
Q1 		$5.72K Sell
36
-2
-5% -$232 ﹤0.01% 2442
2023
Q4 		$3.83K Buy
38
+8
+27% +$693 ﹤0.01% 2509
2023
Q3 		$2.33K Hold
30
– – ﹤0.01% 2510
2023
Q2 		$1.88K Buy
30
+18
+150% +$1.07K ﹤0.01% 2560
2023
Q1 		$730 Sell
12
-12
-50% -$749 ﹤0.01% 2746
2022
Q4 		$1.38K Buy
+24
New +$1.44K ﹤0.01% 2614
2021
Q4 		– Sell
-186
Closed -$16K – 3731
2021
Q3 		$16K Sell
186
-66
-26% -$5.58K ﹤0.01% 2424
2021
Q2 		$20K Buy
252
+92
+58% +$7.83K ﹤0.01% 2356
2021
Q1 		$14K Buy
+160
New +$10.8K ﹤0.01% 2432

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 $3.38T AUM 44.17% 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

Harbour Investments's WSM Position: Q2 2026 in Review

Harbour Investments increased its Williams-Sonoma (WSM) stake by 7.4% in Q2 2026, buying an estimated $7.93K and bringing the position to 583 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Harbour Investments first reported a position in WSM in Q1 2021 and has held it in 18 quarters since. The position peaked at $259K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Harbour Investments held 583 shares of Williams-Sonoma worth $136K as of Q2 2026.
  • Harbour Investments bought 40 Williams-Sonoma shares in Q2 2026, an estimated $7.93K.
  • Williams-Sonoma made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1822 holding.
  • Harbour Investments first reported a position in Williams-Sonoma in Q1 2021 and has held it in 18 quarters since.
  • Harbour Investments's Williams-Sonoma position peaked at $259K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.