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Steigerwald Gordon & Koch’s Williams-Sonoma WSM Stock Holding History

Steigerwald Gordon & Koch’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 		$17.2K Hold
74
– – ﹤0.01% 462
2026
Q1 		$13.5K Hold
74
– – ﹤0.01% 483
2025
Q4 		$13.2K Hold
74
– – ﹤0.01% 519
2025
Q3 		$14.5K Buy
+74
New +$14.1K ﹤0.01% 477

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

Steigerwald Gordon & Koch's WSM Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Williams-Sonoma (WSM) position steady in Q2 2026 at 74 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Steigerwald Gordon & Koch first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Steigerwald Gordon & Koch held 74 shares of Williams-Sonoma worth $17.2K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #462 holding.
  • Steigerwald Gordon & Koch first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.