Rebalance’s Williams-Sonoma WSM Stock Holding History

Rebalance’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	$508K	Hold	2,180	–	–	0.03%	78
2026 Q1	$397K	Hold	2,180	–	–	0.02%	83
2025 Q4	$389K	Hold	2,180	–	–	0.02%	84
2025 Q3	$426K	Hold	2,180	–	–	0.03%	81
2025 Q2	$356K	Hold	2,180	–	–	0.02%	81
2025 Q1	$345K	Hold	2,180	–	–	0.03%	80
2024 Q4	$404K	Hold	2,180	–	–	0.03%	81
2024 Q3	$338K	Hold	2,180	–	–	0.02%	80
2024 Q2	$308K	Hold	2,180	–	–	0.02%	75
2024 Q1	$346K	Hold	2,180	–	–	0.03%	73
2023 Q4	$220K	Buy	+2,180	New	+$189K	0.02%	88

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rebalance's WSM Position: Q2 2026 in Review

Rebalance held its Williams-Sonoma (WSM) position steady in Q2 2026 at 2,180 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #78.

Rebalance first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Rebalance held 2,180 shares of Williams-Sonoma worth $508K as of Q2 2026.
Rebalance left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.03% of Rebalance's portfolio in Q2 2026, its #78 holding.
Rebalance first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.