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

Baird 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 		$905K Sell
4,964
-343
-6% -$68.5K ﹤0.01% 1285
2025
Q4 		$948K Sell
5,307
-32
-0.6% -$6K ﹤0.01% 1263
2025
Q3 		$1.04M Sell
5,339
-1,006
-16% -$192K ﹤0.01% 1243
2025
Q2 		$1.04M Buy
6,345
+8
+0.1% +$1.26K ﹤0.01% 1202
2025
Q1 		$1M Sell
6,337
-159
-2% -$30.7K ﹤0.01% 1178
2024
Q4 		$1.2M Buy
6,496
+788
+14% +$125K ﹤0.01% 1127
2024
Q3 		$884K Sell
5,708
-3,146
-36% -$451K ﹤0.01% 1216
2024
Q2 		$1.25M Sell
8,854
-58
-0.7% -$8.64K ﹤0.01% 1097
2024
Q1 		$1.41M Buy
8,912
+778
+10% +$90.3K ﹤0.01% 1055
2023
Q4 		$821K Sell
8,134
-1,740
-18% -$151K ﹤0.01% 1192
2023
Q3 		$767K Sell
9,874
-654
-6% -$45K ﹤0.01% 1189
2023
Q2 		$659K Sell
10,528
-797,538
-99% -$47.5M ﹤0.01% 1244
2023
Q1 		$49.2M Sell
808,066
-23,716
-3% -$1.48M 0.12% 188
2022
Q4 		$47.8M Sell
831,782
-10,548
-1% -$633K 0.13% 188
2022
Q3 		$49.6M Buy
842,330
+158,560
+23% +$11.3M 0.15% 170
2022
Q2 		$37.9M Sell
683,770
-98,466
-13% -$6.37M 0.11% 209
2022
Q1 		$56.7M Buy
782,236
+2,098
+0.3% +$159K 0.14% 170
2021
Q4 		$66M Sell
780,138
-47,608
-6% -$4.43M 0.15% 157
2021
Q3 		$73.4M Buy
827,746
+127,474
+18% +$10.8M 0.19% 140
2021
Q2 		$55.9M Buy
700,272
+632,598
+935% +$53.8M 0.15% 170
2021
Q1 		$6.06M Buy
67,674
+28,326
+72% +$1.91M 0.02% 522
2020
Q4 		$2M Buy
39,348
+17,832
+83% +$913K 0.01% 805
2020
Q3 		$973K Sell
21,516
-10,164
-32% -$452K ﹤0.01% 945
2020
Q2 		$1.3M Sell
31,680
-102,962
-76% -$3.5M ﹤0.01% 860
2020
Q1 		$2.86M Sell
134,642
-7,126
-5% -$226K 0.01% 577
2019
Q4 		$5.21M Buy
141,768
+1,360
+1% +$47.2K 0.02% 517
2019
Q3 		$4.77M Buy
140,408
+20,572
+17% +$681K 0.02% 512
2019
Q2 		$3.9M Buy
119,836
+820
+0.7% +$23.5K 0.02% 587
2019
Q1 		$3.35M Sell
119,016
-1,722
-1% -$47.5K 0.02% 543
2018
Q4 		$3.05M Buy
120,738
+1,996
+2% +$57.1K 0.02% 520
2018
Q3 		$3.86M Sell
118,742
-7,134
-6% -$226K 0.02% 509
2018
Q2 		$3.86M Sell
125,876
-39,276
-24% -$1.05M 0.03% 490
2018
Q1 		$4.36M Buy
165,152
+4,456
+3% +$118K 0.03% 451
2017
Q4 		$4.15M Buy
160,696
+1,884
+1% +$48K 0.03% 455
2017
Q3 		$3.96M Buy
158,812
+18,438
+13% +$429K 0.03% 465
2017
Q2 		$3.4M Sell
140,374
-21,714
-13% -$554K 0.03% 487
2017
Q1 		$4.35M Buy
162,088
+110,820
+216% +$2.7M 0.04% 430
2016
Q4 		$1.24M Buy
51,268
+3,252
+7% +$82.9K 0.01% 697
2016
Q3 		$1.23M Buy
48,016
+31,318
+188% +$819K 0.01% 700
2016
Q2 		$436K Buy
16,698
+4,796
+40% +$132K ﹤0.01% 951
2016
Q1 		$326K Buy
11,902
+1,468
+14% +$39.8K ﹤0.01% 1037
2015
Q4 		$305K Sell
10,434
-220
-2% -$7.53K ﹤0.01% 1061
2015
Q3 		$407K Buy
10,654
+130
+1% +$5.29K ﹤0.01% 977
2015
Q2 		$433K Buy
+10,524
New +$412K ﹤0.01% 1012

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

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

Baird Financial Group reduced its Williams-Sonoma (WSM) stake by 6.5% in Q1 2026, selling an estimated $68.5K and leaving 4,964 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Baird Financial Group first reported a position in WSM in Q2 2015 and has held it in 44 quarters since. The position peaked at $73.4M in Q3 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Baird Financial Group held 4,964 shares of Williams-Sonoma worth $905K as of Q1 2026.
  • Baird Financial Group sold 343 Williams-Sonoma shares in Q1 2026, an estimated $68.5K.
  • Williams-Sonoma made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1285 holding.
  • Baird Financial Group first reported a position in Williams-Sonoma in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Williams-Sonoma position peaked at $73.4M in Q3 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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