SkyOak Wealth’s Williams-Sonoma WSM Stock Holding History

SkyOak Wealth’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	–	Sell	-1,252	Closed	-$228K	–	275
2026 Q1	$228K	Buy	+1,252	New	+$250K	0.04%	227
2025 Q4	–	Sell	-1,520	Closed	-$297K	–	270
2025 Q3	$297K	Buy	1,520 +133	+10%	+$25.4K	0.06%	191
2025 Q2	$227K	Buy	1,387 +42	+3%	+$6.59K	0.05%	221
2025 Q1	$213K	Sell	1,345 -1,518	-53%	-$293K	0.05%	221
2024 Q4	$530K	Sell	2,863 -210	-7%	-$33.3K	0.11%	112
2024 Q3	$476K	Sell	3,073 -269	-8%	-$38.6K	0.11%	119
2024 Q2	$472K	Sell	3,342 -446	-12%	-$66.5K	0.11%	121
2024 Q1	$601K	Sell	3,788 -334	-8%	-$38.8K	0.14%	109
2023 Q4	$416K	Sell	4,122 -168	-4%	-$14.5K	0.11%	136
2023 Q3	$333K	Sell	4,290 -66	-2%	-$4.55K	0.1%	147
2023 Q2	$273K	Buy	4,356 +578	+15%	+$34.5K	0.08%	183
2023 Q1	$230K	Buy	+3,778	New	+$236K	0.07%	204
2021 Q4	–	Sell	-2,868	Closed	-$254K	–	260
2021 Q3	$254K	Sell	2,868 -22	-0.8%	-$1.86K	0.07%	197
2021 Q2	$231K	Sell	2,890 -120	-4%	-$10.2K	0.06%	204
2021 Q1	$265K	Buy	+3,010	New	+$203K	0.07%	185

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

SkyOak Wealth's WSM Position: Q2 2026 in Review

SkyOak Wealth sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 1,252 shares — an estimated $228K sold.

SkyOak Wealth first reported a position in WSM in Q1 2021 and held it in 15 quarters. The position peaked at $601K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

SkyOak Wealth reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
SkyOak Wealth sold 1,252 Williams-Sonoma shares in Q2 2026, an estimated $228K.
SkyOak Wealth first reported a position in Williams-Sonoma in Q1 2021 and held it in 15 quarters.
SkyOak Wealth's Williams-Sonoma position peaked at $601K in Q1 2024.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.