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Ancora Advisors’s Williams-Sonoma WSM Stock Holding History

Ancora Advisors’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 		$21.9K Buy
120
+52
+76% +$10.4K ﹤0.01% 1508
2025
Q4 		$12.1K Sell
68
-2
-3% -$375 ﹤0.01% 1746
2025
Q3 		$13.7K Hold
70
– – ﹤0.01% 1323
2025
Q2 		$11.4K Buy
70
+2
+3% +$314 ﹤0.01% 1345
2025
Q1 		$10.8K Hold
68
– – ﹤0.01% 1305
2024
Q4 		$12.6K Hold
68
– – ﹤0.01% 1304
2024
Q3 		$10.5K Hold
68
– – ﹤0.01% 1313
2024
Q2 		$9.6K Hold
68
– – ﹤0.01% 1317
2024
Q1 		$10.8K Buy
+68
New +$7.89K ﹤0.01% 1308

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

Ancora Advisors's WSM Position: Q1 2026 in Review

Ancora Advisors increased its Williams-Sonoma (WSM) stake by 76% in Q1 2026, buying an estimated $10.4K and bringing the position to 120 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Ancora Advisors first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Ancora Advisors held 120 shares of Williams-Sonoma worth $21.9K as of Q1 2026.
  • Ancora Advisors bought 52 Williams-Sonoma shares in Q1 2026, an estimated $10.4K.
  • Williams-Sonoma made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1508 holding.
  • Ancora Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.