Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Williams-Sonoma WSM Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$331K Sell
1,818
-151
-8% -$30.1K ﹤0.01% 1708
2025
Q4 		$352K Buy
1,969
+223
+13% +$41.8K ﹤0.01% 1661
2025
Q3 		$341K Buy
1,746
+396
+29% +$75.7K ﹤0.01% 1582
2025
Q2 		$221K Buy
1,350
+77
+6% +$12.1K ﹤0.01% 1694
2025
Q1 		$201K Sell
1,273
-1,052
-45% -$203K ﹤0.01% 1659
2024
Q4 		$430K Buy
2,325
+108
+5% +$17.1K ﹤0.01% 1382
2024
Q3 		$343K Sell
2,217
-1,061
-32% -$152K ﹤0.01% 1442
2024
Q2 		$463K Buy
3,278
+866
+36% +$129K ﹤0.01% 1278
2024
Q1 		$383K Sell
2,412
-290
-11% -$33.7K ﹤0.01% 1323
2023
Q4 		$273K Sell
2,702
-110
-4% -$9.52K ﹤0.01% 1405
2023
Q3 		$218K Sell
2,812
-218
-7% -$15K ﹤0.01% 1432
2023
Q2 		$190K Sell
3,030
-2,236
-42% -$133K ﹤0.01% 1490
2023
Q1 		$320K Sell
5,266
-4,408
-46% -$275K ﹤0.01% 1276
2022
Q4 		$556K Buy
9,674
+776
+9% +$46.6K ﹤0.01% 1066
2022
Q3 		$525K Sell
8,898
-470
-5% -$33.4K ﹤0.01% 1022
2022
Q2 		$520K Buy
9,368
+2,118
+29% +$137K ﹤0.01% 1030
2022
Q1 		$526K Buy
7,250
+3,586
+98% +$271K ﹤0.01% 1064
2021
Q4 		$310K Buy
3,664
+2,942
+407% +$274K ﹤0.01% 1272
2021
Q3 		$64K Sell
722
-234
-24% -$19.8K ﹤0.01% 1818
2021
Q2 		$76K Sell
956
-288
-23% -$24.5K ﹤0.01% 1717
2021
Q1 		$112K Buy
1,244
+346
+39% +$23.4K ﹤0.01% 1445
2020
Q4 		$46K Sell
898
-720
-44% -$36.9K ﹤0.01% 1677
2020
Q3 		$73K Sell
1,618
-580
-26% -$25.8K ﹤0.01% 1385
2020
Q2 		$90K Sell
2,198
-810
-27% -$27.6K ﹤0.01% 1255
2020
Q1 		$64K Buy
3,008
+1,288
+75% +$40.9K ﹤0.01% 1288
2019
Q4 		$63K Sell
1,720
-2,664
-61% -$92.5K ﹤0.01% 1380
2019
Q3 		$149K Sell
4,384
-468
-10% -$15.5K ﹤0.01% 1002
2019
Q2 		$158K Buy
4,852
+300
+7% +$8.61K ﹤0.01% 954
2019
Q1 		$128K Sell
4,552
-200
-4% -$5.52K ﹤0.01% 999
2018
Q4 		$120K Sell
4,752
-1,050
-18% -$30K ﹤0.01% 942
2018
Q3 		$191K Sell
5,802
-1,054
-15% -$33.4K ﹤0.01% 817
2018
Q2 		$210K Sell
6,856
-6,872
-50% -$184K ﹤0.01% 760
2018
Q1 		$362K Sell
13,728
-1,290
-9% -$34.1K ﹤0.01% 584
2017
Q4 		$388K Sell
15,018
-198
-1% -$5.05K ﹤0.01% 559
2017
Q3 		$379K Buy
15,216
+478
+3% +$11.1K ﹤0.01% 534
2017
Q2 		$357K Sell
14,738
-500
-3% -$12.8K ﹤0.01% 544
2017
Q1 		$409K Sell
15,238
-238,126
-94% -$5.8M ﹤0.01% 500
2016
Q4 		$6.13M Buy
253,364
+38,456
+18% +$980K 0.07% 157
2016
Q3 		$5.49M Buy
214,908
+206,654
+2,504% +$5.4M 0.36% 67
2016
Q2 		$216K Buy
8,254
+7,154
+650% +$196K ﹤0.01% 571
2016
Q1 		$30K Buy
1,100
+914
+491% +$24.8K ﹤0.01% 1054
2015
Q4 		$5K Buy
+186
New +$6.37K ﹤0.01% 1318
2015
Q3 		– Sell
-160
Closed -$7K – 1855
2015
Q2 		$7K Hold
160
– – ﹤0.01% 1074
2015
Q1 		$6K Sell
160
-20
-11% -$793 ﹤0.01% 1161
2014
Q4 		$7K Hold
180
– – ﹤0.01% 1207
2014
Q3 		$6K Buy
+180
New +$6.24K ﹤0.01% 1014

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's WSM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Williams-Sonoma (WSM) stake by 7.7% in Q1 2026, selling an estimated $30.1K and leaving 1,818 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Northwestern Mutual Wealth Management first reported a position in WSM in Q3 2014 and has held it in 46 quarters since. The position peaked at $6.13M in Q4 2016. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,818 shares of Williams-Sonoma worth $331K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 151 Williams-Sonoma shares in Q1 2026, an estimated $30.1K.
  • Williams-Sonoma made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1708 holding.
  • Northwestern Mutual Wealth Management first reported a position in Williams-Sonoma in Q3 2014 and has held it in 46 quarters since.
  • Northwestern Mutual Wealth Management's Williams-Sonoma position peaked at $6.13M in Q4 2016.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.