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Swiss Life Asset Management’s Williams-Sonoma WSM Stock Holding History

Swiss Life 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 		$14.6M Buy
62,501
+11,409
+22% +$2.26M 0.06% 240
2026
Q1 		$9.32M Sell
51,092
-15,253
-23% -$3.05M 0.05% 286
2025
Q4 		$11.8M Sell
66,345
-2,085
-3% -$391K 0.06% 233
2025
Q3 		$13.4M Buy
68,430
+18,316
+37% +$3.5M 0.07% 217
2025
Q2 		$8.19M Sell
50,114
-3,971
-7% -$623K 0.05% 272
2025
Q1 		$8.55M Buy
54,085
+3,466
+7% +$670K 0.06% 234
2024
Q4 		$9.37M Buy
50,619
+7,119
+16% +$1.13M 0.07% 208
2024
Q3 		$6.74M Buy
43,500
+2,310
+6% +$331K 0.08% 219
2024
Q2 		$5.82M Buy
+41,190
New +$6.14M 0.07% 232

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swiss Life Asset Management's WSM Position: Q2 2026 in Review

Swiss Life Asset Management increased its Williams-Sonoma (WSM) stake by 22% in Q2 2026, buying an estimated $2.26M and bringing the position to 62,501 shares worth $14.6M. The position accounts for 0.06% of the portfolio, ranked #240.

Swiss Life Asset Management first reported a position in WSM in Q2 2024 and has held it in 9 quarters since. 709 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Swiss Life Asset Management held 62,501 shares of Williams-Sonoma worth $14.6M as of Q2 2026.
  • Swiss Life Asset Management bought 11,409 Williams-Sonoma shares in Q2 2026, an estimated $2.26M.
  • Williams-Sonoma made up 0.06% of Swiss Life Asset Management's portfolio in Q2 2026, its #240 holding.
  • Swiss Life Asset Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 9 quarters since.
  • 709 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.