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Atomi Financial Group’s Williams-Sonoma WSM Stock Holding History

Atomi Financial Group’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 		$312K Buy
1,712
+119
+7% +$23.8K 0.01% 928
2025
Q4 		$285K Sell
1,593
-43
-3% -$8.06K 0.01% 965
2025
Q3 		$320K Buy
1,636
+44
+3% +$8.41K 0.01% 856
2025
Q2 		$260K Buy
1,592
+107
+7% +$16.8K 0.01% 894
2025
Q1 		$235K Sell
1,485
-55
-4% -$10.6K 0.01% 896
2024
Q4 		$285K Buy
1,540
+104
+7% +$16.5K 0.01% 748
2024
Q3 		$222K Sell
1,436
-192
-12% -$27.5K 0.01% 808
2024
Q2 		$230K Buy
1,628
+266
+20% +$39.6K 0.02% 691
2024
Q1 		$216K Buy
+1,362
New +$158K 0.02% 648

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

Atomi Financial Group's WSM Position: Q1 2026 in Review

Atomi Financial Group increased its Williams-Sonoma (WSM) stake by 7.5% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,712 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #928.

Atomi Financial Group first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $320K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Atomi Financial Group held 1,712 shares of Williams-Sonoma worth $312K as of Q1 2026.
  • Atomi Financial Group bought 119 Williams-Sonoma shares in Q1 2026, an estimated $23.8K.
  • Williams-Sonoma made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #928 holding.
  • Atomi Financial Group first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Williams-Sonoma position peaked at $320K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.