Atlas Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Atlas Capital 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	$965K	Sell	5,290 -1,140	-18%	-$228K	0.11%	156
2025 Q4	$1.15M	Buy	+6,430	New	+$1.2M	0.13%	135
2025 Q2	$1.06M	Hold	6,512	–	–	0.13%	138
2025 Q1	$1.03M	Hold	6,512	–	–	0.13%	146
2024 Q4	$1.21M	Hold	6,512	–	–	0.15%	116
2024 Q3	$1.01M	Buy	6,512 +492	+8%	+$70.6K	0.15%	122
2024 Q2	$850K	Sell	6,020 -1,000	-14%	-$149K	0.11%	145
2024 Q1	$1.11M	Sell	7,020 -48	-0.7%	-$5.57K	0.17%	106
2023 Q4	$713K	Buy	7,068 +1,146	+19%	+$99.2K	0.1%	159
2023 Q3	$460K	Buy	+5,922	New	+$408K	0.08%	200
2022 Q3	–	Sell	-130	Closed	-$7.21K	–	1015
2022 Q2	$7.21K	Hold	130	–	–	﹤0.01%	792
2022 Q1	$9.43K	Hold	130	–	–	﹤0.01%	713
2021 Q4	$11K	Hold	130	–	–	﹤0.01%	707
2021 Q3	$11.5K	Hold	130	–	–	﹤0.01%	706
2021 Q2	$10.4K	Hold	130	–	–	﹤0.01%	736
2021 Q1	$11.6K	Buy	+130	New	+$8.78K	﹤0.01%	658

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

Atlas Capital Advisors's WSM Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Williams-Sonoma (WSM) stake by 18% in Q1 2026, selling an estimated $228K and leaving 5,290 shares worth $965K. The position accounts for 0.11% of the portfolio, ranked #156.

Atlas Capital Advisors first reported a position in WSM in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2024. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Atlas Capital Advisors held 5,290 shares of Williams-Sonoma worth $965K as of Q1 2026.
Atlas Capital Advisors sold 1,140 Williams-Sonoma shares in Q1 2026, an estimated $228K.
Williams-Sonoma made up 0.11% of Atlas Capital Advisors's portfolio in Q1 2026, its #156 holding.
Atlas Capital Advisors first reported a position in Williams-Sonoma in Q1 2021 and has held it in 16 quarters since.
Atlas Capital Advisors's Williams-Sonoma position peaked at $1.21M in Q4 2024.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.