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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
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 $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

Harbour Investments's WSM Position: Q1 2026 in Review

Harbour Investments reduced its Williams-Sonoma (WSM) stake by 52% in Q1 2026, selling an estimated $119K and leaving 543 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Harbour Investments first reported a position in WSM in Q1 2021 and has held it in 17 quarters since. The position peaked at $259K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Harbour Investments held 543 shares of Williams-Sonoma worth $99.2K as of Q1 2026.
  • Harbour Investments sold 595 Williams-Sonoma shares in Q1 2026, an estimated $119K.
  • Williams-Sonoma made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1945 holding.
  • Harbour Investments first reported a position in Williams-Sonoma in Q1 2021 and has held it in 17 quarters since.
  • Harbour Investments's Williams-Sonoma position peaked at $259K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.