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WestEnd Advisors’s Williams-Sonoma WSM Stock Holding History

WestEnd Advisors’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 		$233 Hold
1
– – ﹤0.01% 381
2026
Q1 		$182 Hold
1
– – ﹤0.01% 372
2025
Q4 		$179 Sell
1
-2
-67% -$375 ﹤0.01% 376
2025
Q3 		$586 Hold
3
– – ﹤0.01% 293
2025
Q2 		$490 Hold
3
– – ﹤0.01% 277
2025
Q1 		$474 Buy
+3
New +$580 ﹤0.01% 279

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

WestEnd Advisors's WSM Position: Q2 2026 in Review

WestEnd Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1 share worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #381.

WestEnd Advisors first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $586 in Q3 2025. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • WestEnd Advisors held 1 share of Williams-Sonoma worth $233 as of Q2 2026.
  • WestEnd Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #381 holding.
  • WestEnd Advisors first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • WestEnd Advisors's Williams-Sonoma position peaked at $586 in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.