Altshuler Shaham’s Williams-Sonoma WSM Stock Holding History

Altshuler Shaham’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	$4.01K	Sell	22 -1	-4%	-$200	﹤0.01%	325
2025 Q4	$4.11K	Buy	23 +1	+5%	+$187	﹤0.01%	312
2025 Q3	$4.3K	Sell	22 -4	-15%	-$764	﹤0.01%	276
2025 Q2	$4.25K	Buy	26 +6	+30%	+$942	﹤0.01%	254
2025 Q1	$3.16K	Buy	+20	New	+$3.87K	﹤0.01%	296
2024 Q4	–	Sell	-28	Closed	-$4.34K	–	424
2024 Q3	$4.34K	Buy	28 +4	+17%	+$574	﹤0.01%	219
2024 Q2	$3.39K	Sell	24 -8	-25%	-$1.19K	﹤0.01%	280
2024 Q1	$5.08K	Buy	+32	New	+$3.71K	﹤0.01%	213

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

Altshuler Shaham's WSM Position: Q1 2026 in Review

Altshuler Shaham reduced its Williams-Sonoma (WSM) stake by 4.3% in Q1 2026, selling an estimated $200 and leaving 22 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Altshuler Shaham first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.08K in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Altshuler Shaham held 22 shares of Williams-Sonoma worth $4.01K as of Q1 2026.
Altshuler Shaham sold 1 Williams-Sonoma share in Q1 2026, an estimated $200.
Williams-Sonoma made up ﹤0.01% of Altshuler Shaham's portfolio in Q1 2026, its #325 holding.
Altshuler Shaham first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
Altshuler Shaham's Williams-Sonoma position peaked at $5.08K in Q1 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.