MBL Wealth’s Williams-Sonoma WSM Stock Holding History

MBL Wealth’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	$763K	Sell	3,273 -550	-14%	-$109K	0.05%	164
2026 Q1	$697K	Sell	3,823 -30	-0.8%	-$5.99K	0.05%	158
2025 Q4	$688K	Buy	+3,853	New	+$722K	0.06%	156

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

MBL Wealth's WSM Position: Q2 2026 in Review

MBL Wealth reduced its Williams-Sonoma (WSM) stake by 14% in Q2 2026, selling an estimated $109K and leaving 3,273 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #164.

MBL Wealth first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

MBL Wealth held 3,273 shares of Williams-Sonoma worth $763K as of Q2 2026.
MBL Wealth sold 550 Williams-Sonoma shares in Q2 2026, an estimated $109K.
Williams-Sonoma made up 0.05% of MBL Wealth's portfolio in Q2 2026, its #164 holding.
MBL Wealth first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.