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Marquette Asset Management’s Williams-Sonoma WSM Stock Holding History

Marquette Asset 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 		$2.33K Buy
+10
New +$1.98K ﹤0.01% 570
2025
Q4 		– Sell
-13
Closed -$2.54K – 889
2025
Q3 		$2.54K Buy
+13
New +$2.48K ﹤0.01% 480

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Marquette Asset Management's WSM Position: Q2 2026 in Review

Marquette Asset Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 10 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in WSM as recently as Q3 2025.

Marquette Asset Management first reported a position in WSM in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.54K in Q3 2025. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Marquette Asset Management held 10 shares of Williams-Sonoma worth $2.33K as of Q2 2026.
  • Williams-Sonoma was a new Marquette Asset Management position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #570 holding.
  • Marquette Asset Management first reported a position in Williams-Sonoma in Q3 2025 and has held it in 2 quarters since.
  • Marquette Asset Management's Williams-Sonoma position peaked at $2.54K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.