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Horizon Investments’s Williams-Sonoma WSM Stock Holding History

Horizon 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
Q2 		$1.78M Buy
7,676
+602
+9% +$119K 0.02% 554
2026
Q1 		$1.28M Buy
7,074
+951
+16% +$190K 0.01% 595
2025
Q4 		$1.09M Sell
6,123
-683
-10% -$128K 0.01% 613
2025
Q3 		$1.33M Buy
6,806
+1,988
+41% +$380K 0.02% 568
2025
Q2 		$784K Buy
4,818
+3,050
+173% +$479K 0.01% 628
2025
Q1 		$278K Buy
+1,768
New +$342K 0.01% 483
2024
Q3 		– Sell
-16
Closed -$1.13K – 888
2024
Q2 		$1.13K Hold
16
– – ﹤0.01% 746
2024
Q1 		$2.53K Buy
16
+6
+60% +$697 ﹤0.01% 662
2023
Q4 		$1K Buy
+10
New +$866 ﹤0.01% 671
2023
Q3 		– Sell
-6
Closed -$373 – 833
2023
Q2 		$373 Buy
+6
New +$358 ﹤0.01% 707

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

Horizon Investments's WSM Position: Q2 2026 in Review

Horizon Investments increased its Williams-Sonoma (WSM) stake by 8.5% in Q2 2026, buying an estimated $119K and bringing the position to 7,676 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #554.

Horizon Investments first reported a position in WSM in Q2 2023 and has held it in 10 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Horizon Investments held 7,676 shares of Williams-Sonoma worth $1.78M as of Q2 2026.
  • Horizon Investments bought 602 Williams-Sonoma shares in Q2 2026, an estimated $119K.
  • Williams-Sonoma made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #554 holding.
  • Horizon Investments first reported a position in Williams-Sonoma in Q2 2023 and has held it in 10 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.