Jones Financial Companies
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Jones Financial Companies’s Williams-Sonoma WSM Stock Holding History

Jones Financial Companies’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 		$6.72M Buy
28,088
+2,955
+12% +$586K ﹤0.01% 1057
2026
Q1 		$4.41M Buy
25,133
+17,496
+229% +$3.49M ﹤0.01% 1121
2025
Q4 		$1.36M Buy
7,637
+1,013
+15% +$190K ﹤0.01% 1110
2025
Q3 		$1.33M Buy
6,624
+1,447
+28% +$277K ﹤0.01% 1020
2025
Q2 		$850K Buy
5,177
+377
+8% +$59.2K ﹤0.01% 1067
2025
Q1 		$763K Buy
4,800
+895
+23% +$173K ﹤0.01% 967
2024
Q4 		$723K Buy
3,905
+2,222
+132% +$353K ﹤0.01% 855
2024
Q3 		$260K Buy
1,683
+1,197
+246% +$172K ﹤0.01% 1053
2024
Q2 		$68.6K Buy
+486
New +$72.4K ﹤0.01% 1153
2022
Q1 		– Sell
-74
Closed -$6K – 857
2021
Q4 		$6K Hold
74
– – ﹤0.01% 634
2021
Q3 		$7K Hold
74
– – ﹤0.01% 552
2021
Q2 		$6K Hold
74
– – ﹤0.01% 549
2021
Q1 		$7K Buy
+74
New +$5K ﹤0.01% 586

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

Jones Financial Companies's WSM Position: Q2 2026 in Review

Jones Financial Companies increased its Williams-Sonoma (WSM) stake by 12% in Q2 2026, buying an estimated $586K and bringing the position to 28,088 shares worth $6.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Jones Financial Companies first reported a position in WSM in Q1 2021 and has held it in 13 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Jones Financial Companies held 28,088 shares of Williams-Sonoma worth $6.72M as of Q2 2026.
  • Jones Financial Companies bought 2,955 Williams-Sonoma shares in Q2 2026, an estimated $586K.
  • Williams-Sonoma made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1057 holding.
  • Jones Financial Companies first reported a position in Williams-Sonoma in Q1 2021 and has held it in 13 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.