Ameritas Advisory Services’s Williams-Sonoma WSM Stock Holding History

Ameritas Advisory Services’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	$1M	Buy	5,489 +109	+2%	+$21.8K	0.04%	374
2025 Q4	$961K	Buy	5,380 +5,372	+67,150%	+$1.01M	0.04%	381
2025 Q3	$1.56K	Sell	8 -433	-98%	-$82.8K	﹤0.01%	2014
2025 Q2	$72K	Buy	+441	New	+$69.2K	﹤0.01%	1136
2024 Q1	–	Sell	-2,390	Closed	-$268K	–	920
2023 Q4	$268K	Buy	+2,390	New	+$207K	0.01%	577
2023 Q2	–	Sell	-248	Closed	-$14.9K	–	2529
2023 Q1	$14.9K	Buy	+248	New	+$15.5K	﹤0.01%	1759

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

Ameritas Advisory Services's WSM Position: Q1 2026 in Review

Ameritas Advisory Services increased its Williams-Sonoma (WSM) stake by 2% in Q1 2026, buying an estimated $21.8K and bringing the position to 5,489 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #374.

Ameritas Advisory Services first reported a position in WSM in Q1 2023 and has held it in 6 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Ameritas Advisory Services held 5,489 shares of Williams-Sonoma worth $1M as of Q1 2026.
Ameritas Advisory Services bought 109 Williams-Sonoma shares in Q1 2026, an estimated $21.8K.
Williams-Sonoma made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #374 holding.
Ameritas Advisory Services first reported a position in Williams-Sonoma in Q1 2023 and has held it in 6 quarters since.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.