Badgley Phelps Wealth Managers’s Williams-Sonoma WSM Stock Holding History

Badgley Phelps Wealth Managers’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	$238K	Hold	1,304	–	–	﹤0.01%	307
2025 Q4	$233K	Hold	1,304	–	–	﹤0.01%	307
2025 Q3	$255K	Hold	1,304	–	–	0.01%	274
2025 Q2	$213K	Sell	1,304 -2	-0.2%	-$314	﹤0.01%	286
2025 Q1	$206K	Buy	1,306 +22	+2%	+$4.25K	0.01%	291
2024 Q4	$238K	Buy	+1,284	New	+$204K	0.01%	273
2024 Q2	–	Sell	-1,284	Closed	-$204K	–	268
2024 Q1	$204K	Buy	+1,284	New	+$149K	0.01%	243

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

Badgley Phelps Wealth Managers's WSM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,304 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Badgley Phelps Wealth Managers first reported a position in WSM in Q1 2024 and has held it in 7 quarters since. The position peaked at $255K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Badgley Phelps Wealth Managers held 1,304 shares of Williams-Sonoma worth $238K as of Q1 2026.
Badgley Phelps Wealth Managers left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #307 holding.
Badgley Phelps Wealth Managers first reported a position in Williams-Sonoma in Q1 2024 and has held it in 7 quarters since.
Badgley Phelps Wealth Managers's Williams-Sonoma position peaked at $255K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.