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Westmount Partners’s Williams-Sonoma WSM Stock Holding History

Westmount Partners’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 		$1.54M Buy
6,623
+25
+0.4% +$4.96K 0.34% 65
2026
Q1 		$1.2M Buy
6,598
+269
+4% +$53.7K 0.3% 74
2025
Q4 		$1.13M Buy
6,329
+23
+0.4% +$4.31K 0.28% 72
2025
Q3 		$1.23M Buy
6,306
+21
+0.3% +$4.01K 0.32% 67
2025
Q2 		$1.03M Buy
6,285
+25
+0.4% +$3.92K 0.28% 72
2025
Q1 		$990K Buy
6,260
+18
+0.3% +$3.48K 0.3% 72
2024
Q4 		$1.16M Buy
6,242
+59
+1% +$9.36K 0.35% 56
2024
Q3 		$958K Buy
6,183
+25
+0.4% +$3.59K 0.29% 73
2024
Q2 		$853K Sell
6,158
-26
-0.4% -$3.88K 0.28% 74
2024
Q1 		$982K Buy
6,184
+8
+0.1% +$929 0.35% 61
2023
Q4 		$623K Buy
6,176
+30
+0.5% +$2.6K 0.25% 87
2023
Q3 		$478K Sell
6,146
-6
-0.1% -$413 0.21% 108
2023
Q2 		$385K Buy
6,152
+48
+0.8% +$2.86K 0.17% 123
2023
Q1 		$371K Buy
6,104
+146
+2% +$9.12K 0.17% 123
2022
Q4 		$342K Buy
+5,958
New +$358K 0.18% 123

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 $3.37T 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westmount Partners's WSM Position: Q2 2026 in Review

Westmount Partners increased its Williams-Sonoma (WSM) stake by 0.38% in Q2 2026, buying an estimated $4.96K and bringing the position to 6,623 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #65.

Westmount Partners first reported a position in WSM in Q4 2022 and has held it in 15 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Westmount Partners held 6,623 shares of Williams-Sonoma worth $1.54M as of Q2 2026.
  • Westmount Partners bought 25 Williams-Sonoma shares in Q2 2026, an estimated $4.96K.
  • Williams-Sonoma made up 0.34% of Westmount Partners's portfolio in Q2 2026, its #65 holding.
  • Westmount Partners first reported a position in Williams-Sonoma in Q4 2022 and has held it in 15 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.