Summit Securities Group’s Williams-Sonoma WSM Stock Holding History

Summit Securities Group’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	$6.29K	Sell	27 -191	-88%	-$37.9K	﹤0.01%	931
2026 Q1	$39.7K	Buy	218 +37	+20%	+$7.39K	﹤0.01%	427
2025 Q4	$32.3K	Sell	181 -32	-15%	-$6K	﹤0.01%	704
2025 Q3	$41.6K	Buy	213 +131	+160%	+$25K	0.01%	609
2025 Q2	$13.4K	Buy	+82	New	+$12.9K	﹤0.01%	823
2023 Q2	–	Sell	-2	Closed	–	–	1120
2023 Q1	$0	Buy	+2	New	+$125	﹤0.01%	1350
2022 Q1	–	Sell	-3,000	Closed	-$254K	–	1398
2021 Q4	$254K	Buy	+3,000	New	+$279K	0.01%	542

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

Summit Securities Group's WSM Position: Q2 2026 in Review

Summit Securities Group reduced its Williams-Sonoma (WSM) stake by 88% in Q2 2026, selling an estimated $37.9K and leaving 27 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Summit Securities Group first reported a position in WSM in Q4 2021 and has held it in 7 quarters since. The position peaked at $254K in Q4 2021. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Summit Securities Group held 27 shares of Williams-Sonoma worth $6.29K as of Q2 2026.
Summit Securities Group sold 191 Williams-Sonoma shares in Q2 2026, an estimated $37.9K.
Williams-Sonoma made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #931 holding.
Summit Securities Group first reported a position in Williams-Sonoma in Q4 2021 and has held it in 7 quarters since.
Summit Securities Group's Williams-Sonoma position peaked at $254K in Q4 2021.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.