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Bell & Brown Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bell & Brown Wealth 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 		$5.3M Sell
29,049
-713
-2% -$142K 1.72% 22
2025
Q4 		$5.32M Sell
29,762
-1,074
-3% -$201K 1.71% 25
2025
Q3 		$6.03M Sell
30,836
-172
-0.6% -$32.9K 1.97% 20
2025
Q2 		$5.06M Buy
31,008
+145
+0.5% +$22.8K 1.81% 21
2025
Q1 		$4.88M Sell
30,863
-1,163
-4% -$225K 1.9% 21
2024
Q4 		$5.93M Sell
32,026
-1,333
-4% -$212K 2.21% 17
2024
Q3 		$5.17M Sell
33,359
-831
-2% -$119K 2.02% 20
2024
Q2 		$2.42M Sell
34,190
-4,170
-11% -$622K 0.93% 39
2024
Q1 		$6.09M Sell
38,360
-2,250
-6% -$261K 2.61% 15
2023
Q4 		$4.1M Buy
+40,610
New +$3.52M 1.9% 20
2023
Q2 		$2.67M Buy
42,660
+190
+0.4% +$11.3K 1.34% 32
2023
Q1 		$2.58M Sell
42,470
-130
-0.3% -$8.12K 1.38% 33
2022
Q4 		$2.45M Buy
42,600
+270
+0.6% +$16.2K 1.35% 34
2022
Q3 		$2.49M Sell
42,330
-372
-0.9% -$26.4K 1.54% 27
2022
Q2 		$2.37M Buy
42,702
+5,752
+16% +$372K 1.27% 30
2022
Q1 		$2.68M Buy
36,950
+3,680
+11% +$279K 1.21% 31
2021
Q4 		$2.73M Buy
33,270
+1,630
+5% +$152K 1.32% 30
2021
Q3 		$2.81M Buy
+31,640
New +$2.68M 1.51% 30
2020
Q3 		$2.01M Sell
40,020
-560
-1% -$24.9K 1.45% 25
2020
Q2 		$1.78M Sell
40,580
-1,600
-4% -$54.4K 1.39% 26
2020
Q1 		$1.45M Sell
42,180
-1,980
-4% -$62.9K 1.34% 29
2019
Q4 		$1.68M Sell
44,160
-920
-2% -$32K 1.25% 31
2019
Q3 		$1.52M Buy
45,080
+5,650
+14% +$187K 1.25% 35
2019
Q2 		$1.28M Buy
39,430
+950
+2% +$27.3K 1.13% 38
2019
Q1 		$1.08M Sell
38,480
-2,010
-5% -$55.5K 0.99% 43
2018
Q4 		$1.02M Buy
40,490
+500
+1% +$14.3K 1.09% 38
2018
Q3 		$1.19M Sell
39,990
-3,630
-8% -$115K 1.1% 39
2018
Q2 		$1.34M Buy
43,620
+600
+1% +$16.1K 1.32% 32
2018
Q1 		$1.02M Sell
43,020
-1,160
-3% -$30.7K 1.08% 39
2017
Q4 		$1.14M Buy
+44,180
New +$1.13M 1.18% 36

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

Bell & Brown Wealth Advisors's WSM Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Williams-Sonoma (WSM) stake by 2.4% in Q1 2026, selling an estimated $142K and leaving 29,049 shares worth $5.3M. The position accounts for 1.72% of the portfolio, ranked #22.

Bell & Brown Wealth Advisors first reported a position in WSM in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.09M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Bell & Brown Wealth Advisors held 29,049 shares of Williams-Sonoma worth $5.3M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 713 Williams-Sonoma shares in Q1 2026, an estimated $142K.
  • Williams-Sonoma made up 1.72% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Bell & Brown Wealth Advisors first reported a position in Williams-Sonoma in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Williams-Sonoma position peaked at $6.09M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.