Silvercrest Asset Management’s Williams-Sonoma WSM Stock Holding History

Silvercrest Asset 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	$245K	Buy	+1,050	New	+$208K	﹤0.01%	793
2025 Q4	–	Sell	-1,050	Closed	-$205K	–	893
2025 Q3	$205K	Buy	+1,050	New	+$201K	﹤0.01%	805
2025 Q2	–	Sell	-1,328	Closed	-$210K	–	881
2025 Q1	$210K	Buy	+1,328	New	+$257K	﹤0.01%	813
2024 Q1	–	Sell	-1,986	Closed	-$200K	–	917
2023 Q4	$200K	Buy	+1,986	New	+$172K	﹤0.01%	805
2023 Q2	–	Sell	-7,400	Closed	-$450K	–	851
2023 Q1	$450K	Hold	7,400	–	–	﹤0.01%	662
2022 Q4	$425K	Hold	7,400	–	–	﹤0.01%	663
2022 Q3	$436K	Hold	7,400	–	–	﹤0.01%	652
2022 Q2	$411K	Hold	7,400	–	–	﹤0.01%	674
2022 Q1	$536K	Hold	7,400	–	–	﹤0.01%	674
2021 Q4	$626K	Hold	7,400	–	–	﹤0.01%	637
2021 Q3	$656K	Buy	+7,400	New	+$626K	﹤0.01%	633

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

Silvercrest Asset Management's WSM Position: Q2 2026 in Review

Silvercrest Asset Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,050 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Silvercrest Asset Management previously reported a position in WSM as recently as Q3 2025.

Silvercrest Asset Management first reported a position in WSM in Q3 2021 and has held it in 11 quarters since. The position peaked at $656K in Q3 2021. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Silvercrest Asset Management held 1,050 shares of Williams-Sonoma worth $245K as of Q2 2026.
Williams-Sonoma was a new Silvercrest Asset Management position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #793 holding.
Silvercrest Asset Management first reported a position in Williams-Sonoma in Q3 2021 and has held it in 11 quarters since.
Silvercrest Asset Management's Williams-Sonoma position peaked at $656K in Q3 2021.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.