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Addison Advisors’s Williams-Sonoma WSM Stock Holding History

Addison Advisors’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
Q1 		$8.21K Buy
45
+3
+7% +$599 ﹤0.01% 681
2025
Q4 		$7.5K Buy
42
+19
+83% +$3.56K ﹤0.01% 657
2025
Q3 		$4.5K Buy
23
+11
+92% +$2.1K ﹤0.01% 716
2025
Q2 		$1.96K Buy
12
+7
+140% +$1.1K ﹤0.01% 782
2025
Q1 		$791 Sell
5
-12
-71% -$2.32K ﹤0.01% 786
2024
Q4 		$3.15K Buy
17
+5
+42% +$793 ﹤0.01% 717
2024
Q3 		$1.86K Buy
+12
New +$1.72K ﹤0.01% 743
2022
Q2 		– Sell
-62
Closed -$4K – 783
2022
Q1 		$4K Hold
62
– – ﹤0.01% 544
2021
Q4 		$5K Buy
+62
New +$5.78K ﹤0.01% 476

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Addison Advisors's WSM Position: Q1 2026 in Review

Addison Advisors increased its Williams-Sonoma (WSM) stake by 7.1% in Q1 2026, buying an estimated $599 and bringing the position to 45 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Addison Advisors first reported a position in WSM in Q4 2021 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Addison Advisors held 45 shares of Williams-Sonoma worth $8.21K as of Q1 2026.
  • Addison Advisors bought 3 Williams-Sonoma shares in Q1 2026, an estimated $599.
  • Williams-Sonoma made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #681 holding.
  • Addison Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 9 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.