HighTower Advisors’s Williams-Sonoma WSM Stock Holding History

HighTower Advisors’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	$16M	Buy	87,816 +2,102	+2%	+$420K	0.02%	694
2025 Q4	$15.3M	Sell	85,714 -2,617	-3%	-$490K	0.02%	704
2025 Q3	$17.3M	Buy	88,331 +1,467	+2%	+$280K	0.02%	645
2025 Q2	$14.2M	Sell	86,864 -17,940	-17%	-$2.82M	0.02%	667
2025 Q1	$16.6M	Buy	104,804 +561	+0.5%	+$108K	0.02%	590
2024 Q4	$19.3M	Sell	104,243 -11,269	-10%	-$1.79M	0.03%	536
2024 Q3	$17.9M	Buy	115,512 +84,254	+270%	+$12.1M	0.03%	552
2024 Q2	$4.42M	Sell	31,258 -2,970	-9%	-$443K	0.01%	1053
2024 Q1	$5.43M	Sell	34,228 -145,702	-81%	-$16.9M	0.01%	924
2023 Q4	$18.2M	Sell	179,930 -36,070	-17%	-$3.12M	0.03%	501
2023 Q3	$16.8M	Sell	216,000 -7,406	-3%	-$510K	0.03%	501
2023 Q2	$14M	Sell	223,406 -3,220	-1%	-$192K	0.03%	543
2023 Q1	$13.8M	Sell	226,626 -1,188	-0.5%	-$74.2K	0.03%	513
2022 Q4	$13.1M	Buy	227,814 +188,398	+478%	+$11.3M	0.03%	522
2022 Q3	$2.33M	Buy	39,416 +234	+0.6%	+$16.6K	0.01%	1153
2022 Q2	$2.17M	Sell	39,182 -11,706	-23%	-$757K	0.01%	1221
2022 Q1	$3.67M	Buy	50,888 +2,562	+5%	+$194K	0.01%	1046
2021 Q4	$4.12M	Buy	48,326 +8,190	+20%	+$763K	0.01%	1001
2021 Q3	$3.57M	Buy	40,136 +1,734	+5%	+$147K	0.01%	968
2021 Q2	$3.06M	Sell	38,402 -688	-2%	-$58.5K	0.01%	998
2021 Q1	$3.5M	Buy	+39,090	New	+$2.64M	0.01%	871
2020 Q4	–	Sell	-34,204	Closed	-$1.55M	–	2941
2020 Q3	$1.55M	Sell	34,204 -752	-2%	-$33.4K	0.01%	993
2020 Q2	$1.43M	Buy	34,956 +13,226	+61%	+$450K	0.01%	949
2020 Q1	$462K	Sell	21,730 -482	-2%	-$15.3K	﹤0.01%	1358
2019 Q4	$815K	Sell	22,212 -67,962	-75%	-$2.36M	﹤0.01%	1240
2019 Q3	$3.07M	Sell	90,174 -3,048	-3%	-$101K	0.02%	746
2019 Q2	$3.03M	Buy	93,222 +2,536	+3%	+$72.7K	0.02%	746
2019 Q1	$2.55M	Sell	90,686 -69,792	-43%	-$1.93M	0.02%	755
2018 Q4	$4.05M	Buy	160,478 +2,306	+1%	+$65.9K	0.03%	523
2018 Q3	$5.2M	Sell	158,172 -14,448	-8%	-$458K	0.04%	496
2018 Q2	$5.29M	Sell	172,620 -55,706	-24%	-$1.49M	0.04%	474
2018 Q1	$6.03M	Sell	228,326 -10,424	-4%	-$276K	0.05%	406
2017 Q4	$6.17M	Sell	238,750 -10,892	-4%	-$278K	0.05%	407
2017 Q3	$6.23M	Sell	249,642 -44,344	-15%	-$1.03M	0.05%	397
2017 Q2	$7.13M	Buy	293,986 +23,108	+9%	+$590K	0.06%	340
2017 Q1	$7.26M	Buy	270,878 +232,918	+614%	+$5.68M	0.07%	316
2016 Q4	$919K	Buy	37,960 +4,954	+15%	+$126K	0.01%	1004
2016 Q3	$843K	Buy	33,006 +2,056	+7%	+$53.8K	0.01%	991
2016 Q2	$807K	Sell	30,950 -33,334	-52%	-$914K	0.01%	969
2016 Q1	$1.76M	Sell	64,284 -1,960	-3%	-$53.2K	0.01%	772
2015 Q4	$1.93M	Buy	66,244 +31,662	+92%	+$1.08M	0.02%	659
2015 Q3	$1.32M	Buy	34,582 +1,354	+4%	+$55.1K	0.02%	756
2015 Q2	$1.37M	Sell	33,228 -18,964	-36%	-$742K	0.02%	643
2015 Q1	$1.75M	Buy	52,192 +22,200	+74%	+$880K	0.03%	627
2014 Q4	$1.14M	Buy	29,992 +154	+0.5%	+$5.34K	0.02%	745
2014 Q3	$993K	Sell	29,838 -560	-2%	-$19.4K	0.02%	779
2014 Q2	$1.09M	Sell	30,398 -444	-1%	-$14.6K	0.02%	778
2014 Q1	$1.03M	Buy	+30,842	New	+$898K	0.02%	737

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors's WSM Position: Q1 2026 in Review

HighTower Advisors increased its Williams-Sonoma (WSM) stake by 2.5% in Q1 2026, buying an estimated $420K and bringing the position to 87,816 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #694.

HighTower Advisors first reported a position in WSM in Q1 2014 and has held it in 48 quarters since. The position peaked at $19.3M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

HighTower Advisors held 87,816 shares of Williams-Sonoma worth $16M as of Q1 2026.
HighTower Advisors bought 2,102 Williams-Sonoma shares in Q1 2026, an estimated $420K.
Williams-Sonoma made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #694 holding.
HighTower Advisors first reported a position in Williams-Sonoma in Q1 2014 and has held it in 48 quarters since.
HighTower Advisors's Williams-Sonoma position peaked at $19.3M in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.