Pinnacle Associates
WSM icon

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
Q3 		$322K Buy
1,411
+12
+0.9% +$2.77K ﹤0.01% 784
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Pinnacle Associates's WSM Position: Q3 2026 in Review

Pinnacle Associates increased its Williams-Sonoma (WSM) stake by 0.86% in Q3 2026, buying an estimated $2.77K and bringing the position to 1,411 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Pinnacle Associates first reported a position in WSM in Q1 2021 and has held it in 16 quarters since. The position peaked at $448K in Q3 2021. 559 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Pinnacle Associates held 1,411 shares of Williams-Sonoma worth $322K as of Q3 2026.
  • Pinnacle Associates bought 12 Williams-Sonoma shares in Q3 2026, an estimated $2.77K.
  • Williams-Sonoma made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #784 holding.
  • Pinnacle Associates first reported a position in Williams-Sonoma in Q1 2021 and has held it in 16 quarters since.
  • Pinnacle Associates's Williams-Sonoma position peaked at $448K in Q3 2021.
  • 559 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.