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Legacy Wealth Management (Idaho)’s Williams-Sonoma WSM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-70
Closed -$12.8K – 975
2026
Q1 		$12.8K Hold
70
– – 0.01% 444
2025
Q4 		$12.5K Buy
70
+62
+775% +$11.6K 0.01% 392
2025
Q3 		$1.56K Hold
8
– – ﹤0.01% 573
2025
Q2 		$1.31K Sell
8
-5
-38% -$785 ﹤0.01% 564
2025
Q1 		$2.06K Hold
13
– – ﹤0.01% 533
2024
Q4 		$2.69K Buy
13
+5
+63% +$793 ﹤0.01% 465
2024
Q3 		$1.04K Buy
+8
New +$1.15K ﹤0.01% 543

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

Legacy Wealth Management (Idaho)'s WSM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 70 shares — an estimated $12.8K sold.

Legacy Wealth Management (Idaho) first reported a position in WSM in Q3 2024 and held it in 7 quarters. The position peaked at $12.8K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 70 Williams-Sonoma shares in Q2 2026, an estimated $12.8K.
  • Legacy Wealth Management (Idaho) first reported a position in Williams-Sonoma in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Williams-Sonoma position peaked at $12.8K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.