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NBC Securities’s Williams-Sonoma WSM Stock Holding History

NBC Securities’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 		$1.17K Sell
5
-5
-50% -$991 ﹤0.01% 2308
2026
Q1 		$1.82K Buy
+10
New +$2K ﹤0.01% 2336

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

NBC Securities's WSM Position: Q2 2026 in Review

NBC Securities reduced its Williams-Sonoma (WSM) stake by 50% in Q2 2026, selling an estimated $991 and leaving 5 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

NBC Securities first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.82K in Q1 2026. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • NBC Securities held 5 shares of Williams-Sonoma worth $1.17K as of Q2 2026.
  • NBC Securities sold 5 Williams-Sonoma shares in Q2 2026, an estimated $991.
  • Williams-Sonoma made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2308 holding.
  • NBC Securities first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • NBC Securities's Williams-Sonoma position peaked at $1.82K in Q1 2026.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.