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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's WSM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Williams-Sonoma (WSM) stake by 69% in Q2 2026, buying an estimated $54.3K and bringing the position to 669 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #279.

Matthew Hamilton Rosenberg first reported a position in WSM in Q2 2022 and has held it in 17 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Matthew Hamilton Rosenberg held 669 shares of Williams-Sonoma worth $156K as of Q2 2026.
Matthew Hamilton Rosenberg bought 274 Williams-Sonoma shares in Q2 2026, an estimated $54.3K.
Williams-Sonoma made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #279 holding.
Matthew Hamilton Rosenberg first reported a position in Williams-Sonoma in Q2 2022 and has held it in 17 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.