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Atria Investments’s Williams-Sonoma WSM Stock Holding History

Atria Investments’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 		$555K Buy
3,043
+61
+2% +$12.2K 0.01% 1395
2025
Q4 		$533K Sell
2,982
-85
-3% -$15.9K 0.01% 1407
2025
Q3 		$599K Buy
3,067
+1,662
+118% +$318K 0.01% 1323
2025
Q2 		$230K Buy
+1,405
New +$221K ﹤0.01% 1842
2025
Q1 		– Sell
-2,510
Closed -$465K – 2013
2024
Q4 		$465K Sell
2,510
-50
-2% -$7.93K 0.01% 1363
2024
Q3 		$397K Buy
2,560
+1,050
+70% +$151K ﹤0.01% 1452
2024
Q2 		$213K Buy
+1,510
New +$225K ﹤0.01% 1787
2018
Q4 		– Sell
-9,614
Closed -$316K – 1020
2018
Q3 		$316K Buy
+9,614
New +$305K 0.01% 755
2015
Q2 		– Sell
-5,112
Closed -$204K – 431
2015
Q1 		$204K Sell
5,112
-1,522
-23% -$60.4K 0.02% 384
2014
Q4 		$251K Sell
6,634
-612
-8% -$21.2K 0.03% 365
2014
Q3 		$241K Buy
+7,246
New +$251K 0.02% 410

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

Atria Investments's WSM Position: Q1 2026 in Review

Atria Investments increased its Williams-Sonoma (WSM) stake by 2% in Q1 2026, buying an estimated $12.2K and bringing the position to 3,043 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #1395.

Atria Investments first reported a position in WSM in Q3 2014 and has held it in 11 quarters since. The position peaked at $599K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Atria Investments held 3,043 shares of Williams-Sonoma worth $555K as of Q1 2026.
  • Atria Investments bought 61 Williams-Sonoma shares in Q1 2026, an estimated $12.2K.
  • Williams-Sonoma made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1395 holding.
  • Atria Investments first reported a position in Williams-Sonoma in Q3 2014 and has held it in 11 quarters since.
  • Atria Investments's Williams-Sonoma position peaked at $599K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.