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Migdal Insurance & Financial Holdings’s Williams-Sonoma WSM Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-329
Closed -$60K – 435
2026
Q1 		$60K Buy
329
+12
+4% +$2.4K ﹤0.01% 279
2025
Q4 		$57K Buy
+317
New +$59.4K ﹤0.01% 263
2025
Q1 		– Sell
-2
Closed – – 492
2024
Q4 		$0 Buy
+2
New +$317 ﹤0.01% 498
2023
Q4 		– Sell
-2
Closed – – 519
2023
Q3 		$0 Sell
2
-28
-93% -$1.93K ﹤0.01% 525
2023
Q2 		$2K Sell
30
-34
-53% -$2.03K ﹤0.01% 467
2023
Q1 		$4K Buy
64
+42
+191% +$2.62K ﹤0.01% 490
2022
Q4 		$1K Sell
22
-10
-31% -$600 ﹤0.01% 517
2022
Q3 		$2K Buy
+32
New +$2.27K ﹤0.01% 503
2017
Q1 		– Sell
-3,000
Closed -$72K – 500
2016
Q4 		$72K Buy
+3,000
New +$76.5K ﹤0.01% 329

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

Migdal Insurance & Financial Holdings's WSM Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 329 shares — an estimated $60K sold.

Migdal Insurance & Financial Holdings first reported a position in WSM in Q4 2016 and held it in 9 quarters. The position peaked at $72K in Q4 2016. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Migdal Insurance & Financial Holdings reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 329 Williams-Sonoma shares in Q2 2026, an estimated $60K.
  • Migdal Insurance & Financial Holdings first reported a position in Williams-Sonoma in Q4 2016 and held it in 9 quarters.
  • Migdal Insurance & Financial Holdings's Williams-Sonoma position peaked at $72K in Q4 2016.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.