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
2023 Q4	–	Sell	-500	Closed	-$16.3K	–	3874
2023 Q3	$16.3K	Buy	+500	New	+$34.4K	﹤0.01%	3346
2023 Q1	–	Sell	-600	Closed	-$147K	–	3689
2022 Q4	$147K	Buy	+600	New	+$36K	﹤0.01%	2861
2021 Q4	–	Sell	-55,200	Closed	-$238K	–	3504
2021 Q3	$238K	Buy	+55,200	New	+$4.67M	﹤0.01%	2583

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.