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Institute for Wealth Management’s Williams-Sonoma WSM Stock Holding History

Institute for 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 		$110K Buy
+470
New +$93.2K 0.01% 660
2024
Q4 		– Sell
-1,406
Closed -$218K – 566
2024
Q3 		$218K Sell
1,406
-58
-4% -$8.32K 0.03% 507
2024
Q2 		$207K Sell
1,464
-114
-7% -$17K 0.03% 471
2024
Q1 		$250K Sell
1,578
-1,790
-53% -$208K 0.03% 430
2023
Q4 		$340K Sell
3,368
-42
-1% -$3.64K 0.06% 346
2023
Q3 		$265K Sell
3,410
-224
-6% -$15.4K 0.05% 374
2023
Q2 		$227K Hold
3,634
– – 0.04% 418
2023
Q1 		$221K Hold
3,634
– – 0.04% 411
2022
Q4 		$209K Sell
3,634
-60
-2% -$3.6K 0.04% 420
2022
Q3 		$218K Sell
3,694
-60
-2% -$4.26K 0.05% 408
2022
Q2 		$208K Buy
3,754
+500
+15% +$32.3K 0.04% 480
2022
Q1 		$236K Sell
3,254
-146
-4% -$11.1K 0.04% 483
2021
Q4 		$288K Sell
3,400
-362
-10% -$33.7K 0.05% 387
2021
Q3 		$334K Sell
3,762
-96
-2% -$8.12K 0.06% 346
2021
Q2 		$308K Sell
3,858
-1,678
-30% -$143K 0.05% 371
2021
Q1 		$496K Sell
5,536
-2,186
-28% -$148K 0.09% 265
2020
Q4 		$393K Sell
7,722
-1,106
-13% -$56.6K 0.08% 303
2020
Q3 		$399K Sell
8,828
-1,916
-18% -$85.1K 0.09% 265
2020
Q2 		$441K Sell
10,744
-782
-7% -$26.6K 0.11% 258
2020
Q1 		$245K Sell
11,526
-2,614
-18% -$83.1K 0.08% 323
2019
Q4 		$519K Sell
14,140
-980
-6% -$34K 0.12% 242
2019
Q3 		$514K Sell
15,120
-2,292
-13% -$75.9K 0.13% 230
2019
Q2 		$566K Buy
+17,412
New +$499K 0.13% 236

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's WSM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 470 shares worth $110K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in WSM as recently as Q3 2024.

Institute for Wealth Management first reported a position in WSM in Q2 2019 and has held it in 23 quarters since. The position peaked at $566K in Q2 2019. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Institute for Wealth Management held 470 shares of Williams-Sonoma worth $110K as of Q2 2026.
  • Williams-Sonoma was a new Institute for Wealth Management position in Q2 2026.
  • Williams-Sonoma made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #660 holding.
  • Institute for Wealth Management first reported a position in Williams-Sonoma in Q2 2019 and has held it in 23 quarters since.
  • Institute for Wealth Management's Williams-Sonoma position peaked at $566K in Q2 2019.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.