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Mather Group’s Williams-Sonoma WSM Stock Holding History

Mather Group’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 		$23.3K Sell
100
-289
-74% -$57.3K ﹤0.01% 1294
2026
Q1 		$70.9K Buy
+389
New +$77.7K ﹤0.01% 975
2025
Q4 		– Sell
-45
Closed -$8.79K – 1656
2025
Q3 		$8.79K Buy
+45
New +$8.6K ﹤0.01% 1292
2024
Q3 		– Sell
-24
Closed -$3.81K – 2224
2024
Q2 		$3.81K Buy
+24
New +$3.58K ﹤0.01% 1702

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

Mather Group's WSM Position: Q2 2026 in Review

Mather Group reduced its Williams-Sonoma (WSM) stake by 74% in Q2 2026, selling an estimated $57.3K and leaving 100 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Mather Group first reported a position in WSM in Q2 2024 and has held it in 4 quarters since. The position peaked at $70.9K in Q1 2026. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Mather Group held 100 shares of Williams-Sonoma worth $23.3K as of Q2 2026.
  • Mather Group sold 289 Williams-Sonoma shares in Q2 2026, an estimated $57.3K.
  • Williams-Sonoma made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1294 holding.
  • Mather Group first reported a position in Williams-Sonoma in Q2 2024 and has held it in 4 quarters since.
  • Mather Group's Williams-Sonoma position peaked at $70.9K in Q1 2026.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.