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Principal Securities’s Williams-Sonoma WSM Stock Holding History

Principal 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 		$1.42M Sell
6,109
-478
-7% -$94.7K 0.02% 665
2026
Q1 		$1.2M Buy
6,587
+1,134
+21% +$226K 0.02% 665
2025
Q4 		$974K Buy
5,453
+360
+7% +$67.5K 0.02% 705
2025
Q3 		$995K Buy
5,093
+510
+11% +$97.5K 0.02% 666
2025
Q2 		$749K Buy
4,583
+3,734
+440% +$586K 0.01% 701
2025
Q1 		$157K Hold
849
– – ﹤0.01% 1234
2024
Q4 		$157K Sell
849
-62
-7% -$9.84K ﹤0.01% 1232
2024
Q3 		$141K Sell
911
-4,031
-82% -$578K ﹤0.01% 1239
2024
Q2 		$698K Buy
4,942
+376
+8% +$56K 0.02% 589
2024
Q1 		$725K Sell
4,566
-764
-14% -$88.7K 0.02% 540
2023
Q4 		$538K Buy
+5,330
New +$461K 0.02% 567

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

Principal Securities's WSM Position: Q2 2026 in Review

Principal Securities reduced its Williams-Sonoma (WSM) stake by 7.3% in Q2 2026, selling an estimated $94.7K and leaving 6,109 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #665.

Principal Securities first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Principal Securities held 6,109 shares of Williams-Sonoma worth $1.42M as of Q2 2026.
  • Principal Securities sold 478 Williams-Sonoma shares in Q2 2026, an estimated $94.7K.
  • Williams-Sonoma made up 0.02% of Principal Securities's portfolio in Q2 2026, its #665 holding.
  • Principal Securities first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.