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Stone House Investment Management’s Williams-Sonoma WSM Stock Holding History

Stone House Investment 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 		– Sell
-29
Closed -$5.29K – 1423
2026
Q1 		$5.29K Buy
+29
New +$5.79K ﹤0.01% 452

Other funds holding WSM

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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

Stone House Investment Management's WSM Position: Q2 2026 in Review

Stone House Investment Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 29 shares — an estimated $5.29K sold.

Stone House Investment Management first reported a position in WSM in Q1 2026 and held it in 1 quarter. The position peaked at $5.29K in Q1 2026. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Stone House Investment Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Stone House Investment Management sold 29 Williams-Sonoma shares in Q2 2026, an estimated $5.29K.
  • Stone House Investment Management first reported a position in Williams-Sonoma in Q1 2026 and held it in 1 quarter.
  • Stone House Investment Management's Williams-Sonoma position peaked at $5.29K in Q1 2026.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.