FULTON BANK, N.A. WSM — WILLIAMS SONOMA INC COM

Ownership history in FULTON BANK, N.A.  ·  44 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported WILLIAMS SONOMA INC COM (WSM) in 44 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows WSM at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULTON BANK, N.A.'s position in WILLIAMS SONOMA INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WSM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WSM stock page FULTON BANK, N.A. fund profile FULTON BANK, N.A. full holdings
How FULTON BANK, N.A. held WSM — position size vs. price
% of Fund (quarterly)    WSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,207 -3 -0.0% 0.07% $2.4M 2026-07-09 $219.77
2026 Q1 REDUCED — — — 10,210 -228 -2.2% 0.07% $1.9M 2026-04-24 $190.55
2025 Q4 ADDED — — — 10,438 +55 +0.5% 0.06% $1.9M 2026-01-08 $196.41
2025 Q3 REDUCED — — — 10,383 -483 -4.4% 0.07% $2.0M 2025-10-21 $189.55
2025 Q2 REDUCED — — — 10,866 -109 -1.0% 0.07% $1.8M 2025-07-10 $173.95
2025 Q1 REDUCED 8.0% +3.8% ❌ 10,975 -948 -8.0% 0.07% $1.7M 2025-04-09 $155.22
2024 Q4 ADDED — — — 11,923 +455 +4.0% 0.09% $2.2M 2025-01-08 $190.32
2024 Q3 ADDED — — — 11,468 +6,127 +114.7% 0.07% $1.8M 2024-10-07 $145.75
2024 Q2 REDUCED — — — 5,341 -123 -2.3% 0.06% $1.5M 2024-07-09 $138.01
2024 Q1 ADDED — — — 5,464 +119 +2.2% 0.07% $1.7M 2024-04-10 $141.71
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSM

As of 2026 Q2 — sorted by position size

JGP Wealth Management, LLC 3Y 7Y 1.23% Shulman DeMeo Asset Management LLC 3Y 7Y 0.57% Westmount Partners, LLC 0.34% M.E. ALLISON & CO., INC. 0.25% Asset Advisory Group, Inc. 0.24% Grant Private Wealth Management Inc 0.18% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.17% EHRLICH FINANCIAL GROUP 0.17% EVERPAR ADVISORS LLC 0.06% First Bank & Trust 3Y 7Y 0.05%

FAQ About FULTON BANK, N.A. and WSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULTON BANK, N.A. reported owning WSM?

FULTON BANK, N.A. reported WSM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WSM position in FULTON BANK, N.A.'s portfolio?

The largest reported portfolio weight for WSM was 0.09% in 2024 Q4.

What is the latest reported WSM position on this page?

The most recent filing on this page is 2026 Q2, when FULTON BANK, N.A. reported 10,207 shares, equal to 0.07% of portfolio, with an estimated market value of $2.4M.

What does the chart on this WSM ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly WSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FULTON BANK, N.A. time their WSM position?

Based on 13F filing dates vs. subsequent WSM price moves, FULTON BANK, N.A. correctly timed 14 out of 43 reported position changes (33%). The annualised alpha on WSM relative to SPY over the holding period was +42.7%.

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