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TD Private Client Wealth’s Williams-Sonoma WSM Stock Holding History

TD Private Client Wealth’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 		$13.1K Sell
56
-15
-21% -$2.97K ﹤0.01% 1094
2026
Q1 		$12.9K Buy
71
+12
+20% +$2.4K ﹤0.01% 1068
2025
Q4 		$10.5K Sell
59
-3
-5% -$562 ﹤0.01% 1084
2025
Q3 		$12.1K Buy
62
+11
+22% +$2.1K ﹤0.01% 1054
2025
Q2 		$8.33K Buy
51
+24
+89% +$3.77K ﹤0.01% 1073
2025
Q1 		$4.27K Buy
+27
New +$5.22K ﹤0.01% 1105
2024
Q4 		– Sell
-12
Closed -$1.86K – 1353
2024
Q3 		$1.86K Hold
12
– – ﹤0.01% 1193
2024
Q2 		$1.69K Buy
+12
New +$1.79K ﹤0.01% 1143
2023
Q2 		– Sell
-12
Closed -$730 – 1290
2023
Q1 		$730 Hold
12
– – ﹤0.01% 1209
2022
Q4 		$690 Sell
12
-80
-87% -$4.8K ﹤0.01% 1164
2022
Q3 		$5.42K Buy
92
+52
+130% +$3.69K ﹤0.01% 1052
2022
Q2 		$2.22K Buy
40
+8
+25% +$517 ﹤0.01% 1125
2022
Q1 		$2.32K Sell
32
-6
-16% -$454 ﹤0.01% 1154
2021
Q4 		$3.21K Buy
38
+6
+19% +$559 ﹤0.01% 978
2021
Q3 		$2.84K Hold
32
– – ﹤0.01% 1004
2021
Q2 		$2.55K Sell
32
-3,386
-99% -$288K ﹤0.01% 1015
2021
Q1 		$306K Sell
3,418
-2,064
-38% -$139K 0.01% 453
2020
Q4 		$279K Sell
5,482
-438
-7% -$22.4K 0.01% 445
2020
Q3 		$268K Sell
5,920
-116
-2% -$5.15K 0.02% 421
2020
Q2 		$248K Buy
6,036
+3,510
+139% +$119K 0.01% 429
2020
Q1 		$53.7K Buy
+2,526
New +$80.3K ﹤0.01% 567

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 $3.38T AUM 44.17% 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

TD Private Client Wealth's WSM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Williams-Sonoma (WSM) stake by 21% in Q2 2026, selling an estimated $2.97K and leaving 56 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

TD Private Client Wealth first reported a position in WSM in Q1 2020 and has held it in 21 quarters since. The position peaked at $306K in Q1 2021. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • TD Private Client Wealth held 56 shares of Williams-Sonoma worth $13.1K as of Q2 2026.
  • TD Private Client Wealth sold 15 Williams-Sonoma shares in Q2 2026, an estimated $2.97K.
  • Williams-Sonoma made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1094 holding.
  • TD Private Client Wealth first reported a position in Williams-Sonoma in Q1 2020 and has held it in 21 quarters since.
  • TD Private Client Wealth's Williams-Sonoma position peaked at $306K in Q1 2021.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.