Westside Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.6K | Hold |
84
| – | – | ﹤0.01% | 937 |
|
|
2026
Q1 | $15.3K | Hold |
84
| – | – | ﹤0.01% | 989 |
|
|
2025
Q4 | $15K | Hold |
84
| – | – | ﹤0.01% | 968 |
|
|
2025
Q3 | $16.4K | Hold |
84
| – | – | ﹤0.01% | 956 |
|
|
2025
Q2 | $13.7K | Hold |
84
| – | – | ﹤0.01% | 830 |
|
|
2025
Q1 | $13.3K | Hold |
84
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $15.6K | Hold |
84
| – | – | ﹤0.01% | 610 |
|
|
2024
Q3 | $13K | Hold |
84
| – | – | ﹤0.01% | 633 |
|
|
2024
Q2 | $11.9K | Hold |
84
| – | – | ﹤0.01% | 630 |
|
|
2024
Q1 | $13.3K | Hold |
84
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $8.47K | Hold |
84
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $6.53K | Hold |
84
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $5.26K | Hold |
84
| – | – | ﹤0.01% | 692 |
|
|
2023
Q1 | $5.11K | Hold |
84
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $4 | Hold |
84
| – | – | ﹤0.01% | 727 |
|
|
2022
Q3 | $4 | Hold |
84
| – | – | ﹤0.01% | 719 |
|
|
2022
Q2 | $4 | Hold |
84
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $6 | Hold |
84
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $7 | Hold |
84
| – | – | ﹤0.01% | 632 |
|
|
2021
Q3 | $7 | Hold |
84
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $6 | Hold |
84
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $7 | Hold |
84
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $4 | Hold |
84
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $3 | Hold |
84
| – | – | ﹤0.01% | 603 |
|
|
2020
Q2 | $3 | Hold |
84
| – | – | ﹤0.01% | 592 |
|
|
2020
Q1 | $1 | Buy |
+84
| New | +$2.67K | ﹤0.01% | 664 |
|
|
2019
Q2 | $2 | Buy |
+84
| New | +$2.41K | ﹤0.01% | 619 |
|
|
2018
Q4 | $2.12K | Hold |
84
| – | – | ﹤0.01% | 626 |
|
|
2018
Q3 | $2.73K | Hold |
84
| – | – | ﹤0.01% | 656 |
|
|
2018
Q2 | $2.56K | Hold |
84
| – | – | ﹤0.01% | 752 |
|
|
2018
Q1 | $2.09K | Hold |
84
| – | – | ﹤0.01% | 760 |
|
|
2017
Q4 | $2.27K | Sell |
84
-116
| -58% | -$2.96K | ﹤0.01% | 780 |
|
|
2017
Q3 | $5.16K | Sell |
200
-400
| -67% | -$9.3K | ﹤0.01% | 669 |
|
|
2017
Q2 | $13.7K | Hold |
600
| – | – | 0.01% | 460 |
|
|
2017
Q1 | $16.1K | Buy |
+600
| New | +$14.6K | 0.01% | 392 |
|
Other funds holding WSM
BC
Westside Investment Management's WSM Position: Q2 2026 in Review
Westside Investment Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 84 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #937.
Westside Investment Management first reported a position in WSM in Q1 2017 and has held it in 35 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Westside Investment Management held 84 shares of Williams-Sonoma worth $19.6K as of Q2 2026.
- Westside Investment Management left its Williams-Sonoma share count unchanged in Q2 2026.
- Williams-Sonoma made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #937 holding.
- Westside Investment Management first reported a position in Williams-Sonoma in Q1 2017 and has held it in 35 quarters since.
- 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.