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Portside Wealth Group’s Williams-Sonoma WSM Stock Holding History

Portside Wealth Group’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 		$679K Buy
2,912
+129
+5% +$25.6K 0.08% 246
2026
Q1 		$507K Sell
2,783
-87
-3% -$17.4K 0.07% 252
2025
Q4 		$513K Buy
2,870
+124
+5% +$23.2K 0.07% 256
2025
Q3 		$537K Buy
2,746
+50
+2% +$9.56K 0.07% 242
2025
Q2 		$440K Buy
2,696
+443
+20% +$69.6K 0.07% 265
2025
Q1 		$356K Sell
2,253
-1,702
-43% -$329K 0.06% 288
2024
Q4 		$732K Buy
3,955
+1,237
+46% +$196K 0.12% 179
2024
Q3 		$421K Buy
2,718
+476
+21% +$68.3K 0.07% 243
2024
Q2 		$317K Sell
2,242
-392
-15% -$58.4K 0.06% 267
2024
Q1 		$418K Buy
2,634
+152
+6% +$17.6K 0.08% 235
2023
Q4 		$250K Buy
+2,482
New +$215K 0.05% 301
2023
Q3 		– Sell
-10,014
Closed -$627K – 391
2023
Q2 		$627K Buy
+10,014
New +$597K 0.12% 173

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

Portside Wealth Group's WSM Position: Q2 2026 in Review

Portside Wealth Group increased its Williams-Sonoma (WSM) stake by 4.6% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,912 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #246.

Portside Wealth Group first reported a position in WSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $732K in Q4 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Portside Wealth Group held 2,912 shares of Williams-Sonoma worth $679K as of Q2 2026.
  • Portside Wealth Group bought 129 Williams-Sonoma shares in Q2 2026, an estimated $25.6K.
  • Williams-Sonoma made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #246 holding.
  • Portside Wealth Group first reported a position in Williams-Sonoma in Q2 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's Williams-Sonoma position peaked at $732K in Q4 2024.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.