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Advisor OS’s Williams-Sonoma WSM Stock Holding History

Advisor OS’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 		$592K Buy
3,248
+291
+10% +$58.1K 0.04% 268
2025
Q4 		$528K Buy
2,957
+293
+11% +$54.9K 0.04% 271
2025
Q3 		$521K Buy
2,664
+180
+7% +$34.4K 0.04% 258
2025
Q2 		$406K Buy
2,484
+369
+17% +$57.9K 0.04% 289
2025
Q1 		$334K Sell
2,115
-334
-14% -$64.5K 0.04% 304
2024
Q4 		$454K Buy
+2,449
New +$389K 0.05% 238

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

Advisor OS's WSM Position: Q1 2026 in Review

Advisor OS increased its Williams-Sonoma (WSM) stake by 9.8% in Q1 2026, buying an estimated $58.1K and bringing the position to 3,248 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #268.

Advisor OS first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Advisor OS held 3,248 shares of Williams-Sonoma worth $592K as of Q1 2026.
  • Advisor OS bought 291 Williams-Sonoma shares in Q1 2026, an estimated $58.1K.
  • Williams-Sonoma made up 0.04% of Advisor OS's portfolio in Q1 2026, its #268 holding.
  • Advisor OS first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.