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	–	Hold	0	–	–	–	370

Other funds holding WSM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 296 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.
296 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.