Kathmere Capital Management’s Williams-Sonoma WSM Stock Holding History

Kathmere Capital 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	$268K	Sell	1,149 -74	-6%	-$14.7K	0.01%	551
2026 Q1	$223K	Sell	1,223 -379	-24%	-$75.7K	0.01%	552
2025 Q4	$286K	Buy	1,602 +202	+14%	+$37.8K	0.02%	435
2025 Q3	$274K	Buy	+1,400	New	+$268K	0.02%	418
2025 Q2	–	Sell	-1,518	Closed	-$240K	–	511
2025 Q1	$240K	Sell	1,518 -22	-1%	-$4.25K	0.02%	376
2024 Q4	$285K	Sell	1,540 -237	-13%	-$37.6K	0.03%	323
2024 Q3	$275K	Sell	1,777 -629	-26%	-$90.2K	0.03%	305
2024 Q2	$340K	Buy	+2,406	New	+$359K	0.04%	239

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kathmere Capital Management's WSM Position: Q2 2026 in Review

Kathmere Capital Management reduced its Williams-Sonoma (WSM) stake by 6.1% in Q2 2026, selling an estimated $14.7K and leaving 1,149 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #551.

Kathmere Capital Management first reported a position in WSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $340K in Q2 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Kathmere Capital Management held 1,149 shares of Williams-Sonoma worth $268K as of Q2 2026.
Kathmere Capital Management sold 74 Williams-Sonoma shares in Q2 2026, an estimated $14.7K.
Williams-Sonoma made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #551 holding.
Kathmere Capital Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 8 quarters since.
Kathmere Capital Management's Williams-Sonoma position peaked at $340K in Q2 2024.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.