SAM
WSM icon

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

Smartleaf 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 		$485K Hold
2,020
– – 0.02% 562
2026
Q1 		$357K Sell
2,020
-39
-2% -$7.79K 0.01% 617
2025
Q4 		$374K Sell
2,059
-91
-4% -$17.1K 0.01% 595
2025
Q3 		$413K Buy
2,150
+925
+76% +$177K 0.03% 522
2025
Q2 		$201K Sell
1,225
-346
-22% -$54.3K 0.02% 577
2025
Q1 		$250K Sell
1,571
-2
-0.1% -$386 0.02% 506
2024
Q4 		$293K Buy
1,573
+1,130
+255% +$179K 0.03% 443
2024
Q3 		$68.4K Buy
443
+189
+74% +$27.1K 0.01% 813
2024
Q2 		$36.5K Buy
254
+120
+90% +$17.9K 0.01% 832
2024
Q1 		$21K Buy
134
+78
+139% +$9.05K ﹤0.01% 847
2023
Q4 		$5.29K Buy
+56
New +$4.85K ﹤0.01% 856

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

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

Smartleaf Asset Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 2,020 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #562.

Smartleaf Asset Management first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Smartleaf Asset Management held 2,020 shares of Williams-Sonoma worth $485K as of Q2 2026.
  • Smartleaf Asset Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #562 holding.
  • Smartleaf Asset Management first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.