Schnieders Capital Management’s Williams-Sonoma WSM Stock Holding History

Schnieders Capital Management’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	$1.69M	Hold	7,240	–	–	0.22%	75
2026 Q1	$1.32M	Sell	7,240 -486	-6%	-$97K	0.21%	73
2025 Q4	$1.38M	Sell	7,726 -270	-3%	-$50.6K	0.22%	69
2025 Q3	$1.56M	Hold	7,996	–	–	0.28%	64
2025 Q2	$1.31M	Hold	7,996	–	–	0.23%	70
2025 Q1	$1.26M	Hold	7,996	–	–	0.27%	65
2024 Q4	$1.48M	Hold	7,996	–	–	0.29%	55
2024 Q3	$1.24M	Hold	7,996	–	–	0.24%	73
2024 Q2	$1.13M	Hold	7,996	–	–	0.23%	73
2024 Q1	$1.27M	Hold	7,996	–	–	0.26%	69
2023 Q4	$807K	Hold	7,996	–	–	0.18%	88
2023 Q3	$621K	Hold	7,996	–	–	0.14%	97
2023 Q2	$500K	Hold	7,996	–	–	0.1%	117
2023 Q1	$486K	Hold	7,996	–	–	0.11%	121
2022 Q4	$459K	Hold	7,996	–	–	0.11%	124
2022 Q3	$471K	Hold	7,996	–	–	0.12%	113
2022 Q2	$444K	Hold	7,996	–	–	0.13%	117
2022 Q1	$580K	Hold	7,996	–	–	0.14%	113
2021 Q4	$676K	Hold	7,996	–	–	0.16%	99
2021 Q3	$709K	Hold	7,996	–	–	0.19%	87
2021 Q2	$638K	Sell	7,996 -4	-0.1%	-$340	0.17%	98
2021 Q1	$717K	Hold	8,000	–	–	0.22%	86
2020 Q4	$407K	Hold	8,000	–	–	0.13%	115
2020 Q3	$362K	Hold	8,000	–	–	0.14%	111
2020 Q2	$328K	Buy	+8,000	New	+$272K	0.13%	116
2020 Q1	–	Sell	-8,000	Closed	-$294K	–	176
2019 Q4	$294K	Hold	8,000	–	–	0.11%	139
2019 Q3	$272K	Hold	8,000	–	–	0.11%	129
2019 Q2	$260K	Hold	8,000	–	–	0.1%	133
2019 Q1	$225K	Hold	8,000	–	–	0.1%	137
2018 Q4	$201K	Hold	8,000	–	–	0.1%	128
2018 Q3	$263K	Hold	8,000	–	–	0.11%	129
2018 Q2	$246K	Hold	8,000	–	–	0.1%	135
2018 Q1	$211K	Hold	8,000	–	–	0.09%	140
2017 Q4	$207K	Buy	+8,000	New	+$204K	0.09%	150
2017 Q2	–	Sell	-8,000	Closed	-$214K	–	160
2017 Q1	$214K	Buy	+8,000	New	+$195K	0.1%	142
2016 Q4	–	Sell	-8,102	Closed	-$207K	–	152
2016 Q3	$207K	Hold	8,102	–	–	0.12%	134
2016 Q2	$211K	Hold	8,102	–	–	0.12%	133
2016 Q1	$222K	Hold	8,102	–	–	0.13%	123
2015 Q4	$237K	Buy	8,102 +102	+1%	+$3.49K	0.15%	108
2015 Q3	$305K	Hold	8,000	–	–	0.21%	96
2015 Q2	$329K	Hold	8,000	–	–	0.19%	99
2015 Q1	$319K	Hold	8,000	–	–	0.19%	106
2014 Q4	$303K	Buy	+8,000	New	+$277K	0.2%	102
2014 Q3	–	Sell	-8,000	Closed	-$287K	–	130
2014 Q2	$287K	Buy	+8,000	New	+$263K	0.2%	101

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

Schnieders Capital Management's WSM Position: Q2 2026 in Review

Schnieders Capital Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 7,240 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #75.

Schnieders Capital Management first reported a position in WSM in Q2 2014 and has held it in 44 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Schnieders Capital Management held 7,240 shares of Williams-Sonoma worth $1.69M as of Q2 2026.
Schnieders Capital Management left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.22% of Schnieders Capital Management's portfolio in Q2 2026, its #75 holding.
Schnieders Capital Management first reported a position in Williams-Sonoma in Q2 2014 and has held it in 44 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.