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LeClair Wealth Partners’s Williams-Sonoma WSM Stock Holding History

LeClair Wealth Partners’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 		$5.01M Buy
+21,504
New +$4.26M 2.6% 7
2026
Q1 		– Sell
-21,594
Closed -$3.86M – 198
2025
Q4 		$3.86M Hold
21,594
– – 2.24% 12
2025
Q3 		$4.22M Hold
21,594
– – 2.63% 10
2025
Q2 		$3.53M Sell
21,594
-7
-0% -$1.1K 2.39% 10
2025
Q1 		$3.42M Buy
21,601
+7
+0% +$1.35K 2.46% 9
2024
Q4 		$4M Buy
+21,594
New +$3.43M 2.67% 8

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

LeClair Wealth Partners's WSM Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 21,504 shares worth $5.01M. The stake represents 2.6% of the portfolio and ranks #7 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in WSM as recently as Q4 2025.

LeClair Wealth Partners first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • LeClair Wealth Partners held 21,504 shares of Williams-Sonoma worth $5.01M as of Q2 2026.
  • Williams-Sonoma was a new LeClair Wealth Partners position in Q2 2026.
  • Williams-Sonoma made up 2.6% of LeClair Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • LeClair Wealth Partners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.