Atlantic Private Wealth’s Williams-Sonoma WSM Stock Holding History

Atlantic Private Wealth’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	$365	Hold	2	–	–	﹤0.01%	291
2025 Q4	$357	Buy	+2	New	+$375	﹤0.01%	357

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

Atlantic Private Wealth's WSM Position: Q1 2026 in Review

Atlantic Private Wealth held its Williams-Sonoma (WSM) position steady in Q1 2026 at 2 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Atlantic Private Wealth first reported a position in WSM in Q4 2025 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Atlantic Private Wealth held 2 shares of Williams-Sonoma worth $365 as of Q1 2026.
Atlantic Private Wealth left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #291 holding.
Atlantic Private Wealth first reported a position in Williams-Sonoma in Q4 2025 and has held it in 2 quarters since.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.