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Pinnacle Associates’s Williams-Sonoma WSM Stock Holding History

Pinnacle Associates’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 		$326K Buy
1,399
+94
+7% +$18.6K ﹤0.01% 789
2026
Q1 		$238K Sell
1,305
-5
-0.4% -$998 ﹤0.01% 871
2025
Q4 		$234K Sell
1,310
-5
-0.4% -$937 ﹤0.01% 867
2025
Q3 		$257K Buy
1,315
+14
+1% +$2.68K ﹤0.01% 794
2025
Q2 		$213K Buy
+1,301
New +$204K ﹤0.01% 809
2025
Q1 		– Sell
-1,205
Closed -$223K – 869
2024
Q4 		$223K Buy
+1,205
New +$191K ﹤0.01% 789
2023
Q2 		– Sell
-4,166
Closed -$253K – 844
2023
Q1 		$253K Sell
4,166
-320
-7% -$20K 0.01% 666
2022
Q4 		$258K Sell
4,486
-560
-11% -$33.6K 0.01% 647
2022
Q3 		$297K Sell
5,046
-164
-3% -$11.6K 0.01% 598
2022
Q2 		$289K Hold
5,210
– – 0.01% 619
2022
Q1 		$378K Hold
5,210
– – 0.01% 618
2021
Q4 		$441K Buy
5,210
+160
+3% +$14.9K 0.01% 583
2021
Q3 		$448K Buy
5,050
+100
+2% +$8.46K 0.01% 566
2021
Q2 		$395K Buy
4,950
+1,950
+65% +$166K 0.01% 589
2021
Q1 		$269K Buy
+3,000
New +$203K 0.01% 644

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

Pinnacle Associates's WSM Position: Q2 2026 in Review

Pinnacle Associates increased its Williams-Sonoma (WSM) stake by 7.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,399 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Pinnacle Associates first reported a position in WSM in Q1 2021 and has held it in 15 quarters since. The position peaked at $448K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Pinnacle Associates held 1,399 shares of Williams-Sonoma worth $326K as of Q2 2026.
  • Pinnacle Associates bought 94 Williams-Sonoma shares in Q2 2026, an estimated $18.6K.
  • Williams-Sonoma made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #789 holding.
  • Pinnacle Associates first reported a position in Williams-Sonoma in Q1 2021 and has held it in 15 quarters since.
  • Pinnacle Associates's Williams-Sonoma position peaked at $448K in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.