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Atwood & Palmer’s Williams-Sonoma WSM Stock Holding History

Atwood & Palmer’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 		– Sell
-108
Closed -$19.3K – 562
2025
Q4 		$19.3K Hold
108
– – ﹤0.01% 325
2025
Q3 		$21.1K Hold
108
– – ﹤0.01% 329
2025
Q2 		$17.6K Buy
+108
New +$17K ﹤0.01% 334
2025
Q1 		– Sell
-82
Closed -$15.2K – 484
2024
Q4 		$15.2K Buy
+82
New +$13K ﹤0.01% 306
2015
Q2 		– Sell
-406
Closed -$16K – 384
2015
Q1 		$16K Hold
406
– – ﹤0.01% 249
2014
Q4 		$16K Hold
406
– – ﹤0.01% 267
2014
Q3 		$14K Buy
+406
New +$14.1K ﹤0.01% 280

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

Atwood & Palmer's WSM Position: Q1 2026 in Review

Atwood & Palmer sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 108 shares — an estimated $19.3K sold.

Atwood & Palmer first reported a position in WSM in Q3 2014 and held it in 7 quarters. The position peaked at $21.1K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Atwood & Palmer reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Atwood & Palmer sold 108 Williams-Sonoma shares in Q1 2026, an estimated $19.3K.
  • Atwood & Palmer first reported a position in Williams-Sonoma in Q3 2014 and held it in 7 quarters.
  • Atwood & Palmer's Williams-Sonoma position peaked at $21.1K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.