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Bartlett & Co Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bartlett & Co Wealth Management’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 		$38.6K Buy
219
+18
+9% +$3.59K ﹤0.01% 725
2025
Q4 		$35.9K Hold
201
– – ﹤0.01% 721
2025
Q3 		$39.3K Buy
201
+13
+7% +$2.48K ﹤0.01% 712
2025
Q2 		$30.7K Sell
188
-1
-0.5% -$157 ﹤0.01% 742
2025
Q1 		$29.9K Buy
189
+1
+0.5% +$193 ﹤0.01% 750
2024
Q4 		$34.8K Hold
188
– – ﹤0.01% 717
2024
Q3 		$29.1K Hold
188
– – ﹤0.01% 751
2024
Q2 		$26.5K Hold
188
– – ﹤0.01% 775
2024
Q1 		$29.8K Sell
188
-390
-67% -$45.3K ﹤0.01% 754
2023
Q4 		$58.8K Hold
578
– – ﹤0.01% 671
2023
Q3 		$44.9K Hold
578
– – ﹤0.01% 681
2023
Q2 		$36.2K Hold
578
– – ﹤0.01% 716
2023
Q1 		$35.2K Hold
578
– – ﹤0.01% 617
2022
Q4 		$33.2K Hold
578
– – ﹤0.01% 641
2022
Q3 		$34.1K Sell
578
-46
-7% -$3.27K ﹤0.01% 625
2022
Q2 		$34.6K Buy
624
+46
+8% +$2.98K ﹤0.01% 640
2022
Q1 		$41.9K Buy
+578
New +$43.8K ﹤0.01% 612
2021
Q4 		– Sell
-578
Closed -$51.2K – 897
2021
Q3 		$51.2K Hold
578
– – ﹤0.01% 505
2021
Q2 		$46.1K Hold
578
– – ﹤0.01% 524
2021
Q1 		$51.8K Hold
578
– – ﹤0.01% 532
2020
Q4 		$29.4K Hold
578
– – ﹤0.01% 615
2020
Q3 		$26.1K Hold
578
– – ﹤0.01% 585
2020
Q2 		$23.7K Hold
578
– – ﹤0.01% 595
2020
Q1 		$12.3K Hold
578
– – ﹤0.01% 636
2019
Q4 		$21.2K Hold
578
– – ﹤0.01% 649
2019
Q3 		$19.6K Hold
578
– – ﹤0.01% 656
2019
Q2 		$18.8K Hold
578
– – ﹤0.01% 535
2019
Q1 		$16.3K Hold
578
– – ﹤0.01% 538
2018
Q4 		$14.6K Hold
578
– – ﹤0.01% 547
2018
Q3 		$19K Hold
578
– – ﹤0.01% 545
2018
Q2 		$17.7K Hold
578
– – ﹤0.01% 543
2018
Q1 		$15.2K Buy
+578
New +$15.3K ﹤0.01% 563

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

Bartlett & Co Wealth Management's WSM Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Williams-Sonoma (WSM) stake by 9% in Q1 2026, buying an estimated $3.59K and bringing the position to 219 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Bartlett & Co Wealth Management first reported a position in WSM in Q1 2018 and has held it in 32 quarters since. The position peaked at $58.8K in Q4 2023. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Bartlett & Co Wealth Management held 219 shares of Williams-Sonoma worth $38.6K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 18 Williams-Sonoma shares in Q1 2026, an estimated $3.59K.
  • Williams-Sonoma made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #725 holding.
  • Bartlett & Co Wealth Management first reported a position in Williams-Sonoma in Q1 2018 and has held it in 32 quarters since.
  • Bartlett & Co Wealth Management's Williams-Sonoma position peaked at $58.8K in Q4 2023.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.