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WSM icon

AlphaQuest’s Williams-Sonoma WSM Stock Holding History

AlphaQuest’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
-260
Closed -$46.4K – 2111
2025
Q4 		$46.4K Sell
260
-763
-75% -$143K ﹤0.01% 1960
2025
Q3 		$200K Sell
1,023
-238
-19% -$45.5K 0.01% 1407
2025
Q2 		$206K Buy
1,261
+831
+193% +$130K 0.02% 1113
2025
Q1 		$68K Buy
430
+134
+45% +$25.9K 0.01% 1438
2024
Q4 		$54.8K Buy
+296
New +$47K 0.01% 1270
2024
Q3 		– Sell
-186
Closed -$26.3K – 2003
2024
Q2 		$26.3K Buy
+186
New +$27.7K ﹤0.01% 1274
2024
Q1 		– Sell
-132
Closed -$13.3K – 1826
2023
Q4 		$13.3K Buy
+132
New +$11.4K ﹤0.01% 988

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

AlphaQuest's WSM Position: Q1 2026 in Review

AlphaQuest sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 260 shares — an estimated $46.4K sold.

AlphaQuest first reported a position in WSM in Q4 2023 and held it in 7 quarters. The position peaked at $206K in Q2 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • AlphaQuest reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 260 Williams-Sonoma shares in Q1 2026, an estimated $46.4K.
  • AlphaQuest first reported a position in Williams-Sonoma in Q4 2023 and held it in 7 quarters.
  • AlphaQuest's Williams-Sonoma position peaked at $206K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.