High Note Wealth’s Williams-Sonoma WSM Stock Holding History

High Note Wealth’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	$437K	Buy	1,874 +3	+0.2%	+$595	0.07%	93
2026 Q1	$341K	Hold	1,871	–	–	0.07%	91
2025 Q4	$334K	Hold	1,871	–	–	0.07%	90
2025 Q3	$366K	Sell	1,871 -1	-0.1%	-$191	0.07%	89
2025 Q2	$306K	Hold	1,872	–	–	0.07%	94
2025 Q1	$296K	Hold	1,872	–	–	0.07%	84
2024 Q4	$347K	Hold	1,872	–	–	0.09%	81
2024 Q3	$290K	Buy	1,872 +2	+0.1%	+$287	0.08%	85
2024 Q2	$264K	Hold	1,870	–	–	0.08%	86
2024 Q1	$297K	Buy	+1,870	New	+$217K	0.1%	81

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Note Wealth's WSM Position: Q2 2026 in Review

High Note Wealth increased its Williams-Sonoma (WSM) stake by 0.16% in Q2 2026, buying an estimated $595 and bringing the position to 1,874 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #93.

High Note Wealth first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

High Note Wealth held 1,874 shares of Williams-Sonoma worth $437K as of Q2 2026.
High Note Wealth bought 3 Williams-Sonoma shares in Q2 2026, an estimated $595.
Williams-Sonoma made up 0.07% of High Note Wealth's portfolio in Q2 2026, its #93 holding.
High Note Wealth first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.