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Beacon Pointe Advisors’s Williams-Sonoma WSM Stock Holding History

Beacon Pointe Advisors’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 		$201K Hold
1,100
– – ﹤0.01% 1733
2025
Q4 		$196K Buy
+1,100
New +$206K ﹤0.01% 1430

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

Beacon Pointe Advisors's WSM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Williams-Sonoma (WSM) stake by 2.8% in Q1 2026, buying an estimated $177K and bringing the position to 32,583 shares worth $5.94M. The position accounts for 0.03% of the portfolio, ranked #437.

Beacon Pointe Advisors first reported a position in WSM in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.16M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Beacon Pointe Advisors held 32,583 shares of Williams-Sonoma worth $5.94M as of Q1 2026.
  • Beacon Pointe Advisors bought 887 Williams-Sonoma shares in Q1 2026, an estimated $177K.
  • Williams-Sonoma made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #437 holding.
  • Beacon Pointe Advisors first reported a position in Williams-Sonoma in Q3 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Williams-Sonoma position peaked at $6.16M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.