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HB Wealth Management’s Williams-Sonoma WSM Stock Holding History

HB Wealth Management’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 		$1.36M Sell
5,846
-174
-3% -$34.5K 0.01% 609
2026
Q1 		$1.1M Buy
6,020
+732
+14% +$146K 0.01% 625
2025
Q4 		$944K Buy
5,288
+240
+5% +$45K 0.01% 646
2025
Q3 		$987K Buy
5,048
+1,291
+34% +$247K 0.01% 609
2025
Q2 		$614K Sell
3,757
-952
-20% -$149K ﹤0.01% 676
2025
Q1 		$745K Buy
4,709
+1,830
+64% +$354K 0.01% 629
2024
Q4 		$533K Buy
+2,879
New +$457K 0.01% 601

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

HB Wealth Management's WSM Position: Q2 2026 in Review

HB Wealth Management reduced its Williams-Sonoma (WSM) stake by 2.9% in Q2 2026, selling an estimated $34.5K and leaving 5,846 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #609.

HB Wealth Management first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • HB Wealth Management held 5,846 shares of Williams-Sonoma worth $1.36M as of Q2 2026.
  • HB Wealth Management sold 174 Williams-Sonoma shares in Q2 2026, an estimated $34.5K.
  • Williams-Sonoma made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #609 holding.
  • HB Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.