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JLB & Associates’s Williams-Sonoma WSM Stock Holding History

JLB & Associates’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 		$5.91M Buy
25,360
+2,310
+10% +$458K 0.79% 37
2026
Q1 		$4.2M Buy
23,050
+5,374
+30% +$1.07M 0.6% 45
2025
Q4 		$3.16M Buy
17,676
+15,210
+617% +$2.85M 0.43% 48
2025
Q3 		$482K Buy
+2,466
New +$471K 0.06% 66

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

JLB & Associates's WSM Position: Q2 2026 in Review

JLB & Associates increased its Williams-Sonoma (WSM) stake by 10% in Q2 2026, buying an estimated $458K and bringing the position to 25,360 shares worth $5.91M. The position accounts for 0.79% of the portfolio, ranked #37.

JLB & Associates first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • JLB & Associates held 25,360 shares of Williams-Sonoma worth $5.91M as of Q2 2026.
  • JLB & Associates bought 2,310 Williams-Sonoma shares in Q2 2026, an estimated $458K.
  • Williams-Sonoma made up 0.79% of JLB & Associates's portfolio in Q2 2026, its #37 holding.
  • JLB & Associates first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.