Western Wealth Management’s Williams-Sonoma WSM Stock Holding History

Western Wealth 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	$1.34M	Buy	5,744 +102	+2%	+$20.2K	0.04%	399
2026 Q1	$1.03M	Buy	+5,642	New	+$1.13M	0.04%	429
2025 Q1	–	Sell	-7,189	Closed	-$1.33M	–	791
2024 Q4	$1.33M	Sell	7,189 -272	-4%	-$43.2K	0.07%	261
2024 Q3	$1.16M	Buy	+7,461	New	+$1.07M	0.07%	288
2024 Q1	–	Sell	-13,504	Closed	-$1.36M	–	734
2023 Q4	$1.36M	Sell	13,504 -348	-3%	-$30.1K	0.1%	215
2023 Q3	$1.08M	Buy	13,852 +454	+3%	+$31.3K	0.09%	229
2023 Q2	$838K	Buy	13,398 +1,494	+13%	+$89K	0.07%	277
2023 Q1	$724K	Buy	11,904 +4,976	+72%	+$311K	0.07%	287
2022 Q4	$398K	Sell	6,928 -2,438	-26%	-$146K	0.04%	393
2022 Q3	$575K	Buy	9,366 +190	+2%	+$13.5K	0.03%	437
2022 Q2	$599K	Buy	9,176 +3,206	+54%	+$207K	0.03%	423
2022 Q1	$433K	Buy	+5,970	New	+$452K	0.02%	573

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

Western Wealth Management's WSM Position: Q2 2026 in Review

Western Wealth Management increased its Williams-Sonoma (WSM) stake by 1.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,744 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #399.

Western Wealth Management first reported a position in WSM in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2023. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Western Wealth Management held 5,744 shares of Williams-Sonoma worth $1.34M as of Q2 2026.
Western Wealth Management bought 102 Williams-Sonoma shares in Q2 2026, an estimated $20.2K.
Williams-Sonoma made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #399 holding.
Western Wealth Management first reported a position in Williams-Sonoma in Q1 2022 and has held it in 12 quarters since.
Western Wealth Management's Williams-Sonoma position peaked at $1.36M in Q4 2023.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.