Mackenzie Financial
WSM icon

Mackenzie Financial’s Williams-Sonoma WSM Stock Holding History

Mackenzie Financial’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 		$10.6M Buy
45,339
+22,045
+95% +$4.37M 0.01% 621
2026
Q1 		$4.25M Buy
23,294
+624
+3% +$125K 0.01% 713
2025
Q4 		$4.1M Buy
22,670
+6,710
+42% +$1.26M ﹤0.01% 686
2025
Q3 		$3.12M Buy
15,960
+226
+1% +$43.2K ﹤0.01% 720
2025
Q2 		$2.57M Buy
15,734
+417
+3% +$65.5K ﹤0.01% 733
2025
Q1 		$2.42M Buy
15,317
+4,332
+39% +$837K ﹤0.01% 730
2024
Q4 		$2.03M Buy
10,985
+4,457
+68% +$707K ﹤0.01% 765
2024
Q3 		$1.01M Sell
6,528
-38
-0.6% -$5.45K ﹤0.01% 863
2024
Q2 		$927K Buy
+6,566
New +$979K ﹤0.01% 873
2017
Q2 		– Sell
-19,504
Closed -$523K – 676
2017
Q1 		$523K Buy
+19,504
New +$475K ﹤0.01% 521

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

Mackenzie Financial's WSM Position: Q2 2026 in Review

Mackenzie Financial increased its Williams-Sonoma (WSM) stake by 95% in Q2 2026, buying an estimated $4.37M and bringing the position to 45,339 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #621.

Mackenzie Financial first reported a position in WSM in Q1 2017 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Mackenzie Financial held 45,339 shares of Williams-Sonoma worth $10.6M as of Q2 2026.
  • Mackenzie Financial bought 22,045 Williams-Sonoma shares in Q2 2026, an estimated $4.37M.
  • Williams-Sonoma made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #621 holding.
  • Mackenzie Financial first reported a position in Williams-Sonoma in Q1 2017 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.