AlphaCore Capital’s Williams-Sonoma WSM Stock Holding History

AlphaCore Capital’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	–	Sell	-1,135	Closed	-$203K	–	1523
2025 Q4	$203K	Buy	+1,135	New	+$213K	﹤0.01%	990

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlphaCore Capital's WSM Position: Q1 2026 in Review

AlphaCore Capital sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,135 shares — an estimated $203K sold.

AlphaCore Capital first reported a position in WSM in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

AlphaCore Capital reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 1,135 Williams-Sonoma shares in Q1 2026, an estimated $203K.
AlphaCore Capital first reported a position in Williams-Sonoma in Q4 2025 and held it in 1 quarter.
AlphaCore Capital's Williams-Sonoma position peaked at $203K in Q4 2025.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.