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Pinnacle Associates Ltd

SEC CIK
0000743127
Latest filing
Aug 3, 2026

WSM holding history

Williams Sonoma Inc in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSM overviewAll 13F holders of WSMFull Q2 2026 holdings

Shares (Q2 2026)
1,399
Value
$326.1K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of WSM by Pinnacle Associates Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,399$326.1K<0.1%+94+7.2%AddedHolders
Q1 20261,305$237.9K<0.1%−5−0.4%ReducedHolders
Q4 20251,310$234.0K<0.1%−5−0.4%ReducedHolders
Q3 20251,315$257.0K<0.1%+14+1.1%AddedHolders
Q2 20251,301$212.5K<0.1%+1,301NewHolders
Q1 20250$00.0%−1,205−100.0%Sold outHolders
Q4 20241,205$223.1K<0.1%+1,205NewHolders
Q2 20230$00.0%−2,083−100.0%Sold outHolders
Q1 20232,083$253.4K<0.1%−160−7.1%ReducedHolders
Q4 20222,243$257.8K<0.1%−280−11.1%ReducedHolders
Q3 20222,523$297.0K<0.1%−82−3.1%ReducedHolders
Q2 20222,605$289.0K<0.1%00.0%UnchangedHolders
Q1 20222,605$378.0K<0.1%00.0%UnchangedHolders
Q4 20212,605$441.0K<0.1%+80+3.2%AddedHolders
Q3 20212,525$448.0K<0.1%+50+2.0%AddedHolders
Q2 20212,475$395.0K<0.1%+975+65.0%AddedHolders
Q1 20211,500$269.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.