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Salomon & Ludwin’s Williams-Sonoma WSM Stock Holding History

Salomon & Ludwin’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 		$5.7K Sell
25
-92
-79% -$18.2K ﹤0.01% 1785
2026
Q1 		$21.1K Buy
117
+92
+368% +$18.4K ﹤0.01% 1043
2025
Q4 		$4.79K Sell
25
-33
-57% -$6.18K ﹤0.01% 1799
2025
Q3 		$11.6K Buy
+58
New +$11.1K ﹤0.01% 1194

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

Salomon & Ludwin's WSM Position: Q2 2026 in Review

Salomon & Ludwin reduced its Williams-Sonoma (WSM) stake by 79% in Q2 2026, selling an estimated $18.2K and leaving 25 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Salomon & Ludwin first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.1K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Salomon & Ludwin held 25 shares of Williams-Sonoma worth $5.7K as of Q2 2026.
  • Salomon & Ludwin sold 92 Williams-Sonoma shares in Q2 2026, an estimated $18.2K.
  • Williams-Sonoma made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1785 holding.
  • Salomon & Ludwin first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Williams-Sonoma position peaked at $21.1K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.