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Matthew Hamilton Rosenberg’s Williams-Sonoma WSM Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$181K Buy
792
+123
+18% +$28.4K 0.03% 245
2026
Q2 		$156K Buy
669
+274
+69% +$54.3K 0.03% 279
2026
Q1 		$72K Hold
395
– – 0.01% 378
2025
Q4 		$70.5K Sell
395
-168
-30% -$31.5K 0.01% 374
2025
Q3 		$110K Buy
563
+168
+43% +$32.1K 0.02% 312
2025
Q2 		$64.5K Hold
395
– – 0.02% 399
2025
Q1 		$62.5K Buy
395
+25
+7% +$4.83K 0.02% 389
2024
Q4 		$68.5K Buy
370
+152
+70% +$24.1K 0.02% 369
2024
Q3 		$33.8K Hold
218
– – 0.01% 492
2024
Q2 		$30.2K Hold
218
– – 0.01% 485
2024
Q1 		$34.3K Hold
218
– – 0.01% 475
2023
Q4 		$22K Hold
218
– – 0.01% 533
2023
Q3 		$16.9K Hold
218
– – 0.01% 560
2023
Q2 		$13.6K Hold
218
– – ﹤0.01% 586
2023
Q1 		$13.3K Hold
218
– – ﹤0.01% 631
2022
Q4 		$12.5K Hold
218
– – ﹤0.01% 628
2022
Q3 		$13K Hold
218
– – 0.01% 615
2022
Q2 		$12K Buy
+218
New +$14.1K ﹤0.01% 630

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Matthew Hamilton Rosenberg's WSM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Williams-Sonoma (WSM) stake by 18% in Q3 2026, buying an estimated $28.4K and bringing the position to 792 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #245.

Matthew Hamilton Rosenberg first reported a position in WSM in Q2 2022 and has held it in 18 quarters since. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 792 shares of Williams-Sonoma worth $181K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 123 Williams-Sonoma shares in Q3 2026, an estimated $28.4K.
  • Williams-Sonoma made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #245 holding.
  • Matthew Hamilton Rosenberg first reported a position in Williams-Sonoma in Q2 2022 and has held it in 18 quarters since.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.