Bogart Wealth LLC’s Williams-Sonoma WSM Stock Holding History

Bogart Wealth LLC’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	$75.5K	Buy	414 +5	+1%	+$998	﹤0.01%	401
2025 Q4	$73K	Sell	409 -3	-0.7%	-$562	﹤0.01%	388
2025 Q3	$80.5K	Buy	412 +3	+0.7%	+$573	﹤0.01%	354
2025 Q2	$66.8K	Buy	409 +3	+0.7%	+$471	﹤0.01%	395
2025 Q1	$64.2K	Hold	406	–	–	﹤0.01%	373
2024 Q4	$75.2K	Hold	406	–	–	﹤0.01%	341
2024 Q3	$62.9K	Buy	406 +6	+2%	+$861	﹤0.01%	366
2024 Q2	$56.5K	Hold	400	–	–	﹤0.01%	385
2024 Q1	$63.5K	Hold	400	–	–	﹤0.01%	348
2023 Q4	$40.4K	Hold	400	–	–	﹤0.01%	408
2023 Q3	$31.1K	Hold	400	–	–	﹤0.01%	414
2023 Q2	$25K	Buy	+400	New	+$23.8K	﹤0.01%	427
2021 Q1	–	Sell	-400	Closed	-$20K	–	674
2020 Q4	$20K	Buy	+400	New	+$20.5K	﹤0.01%	267

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

Bogart Wealth LLC's WSM Position: Q1 2026 in Review

Bogart Wealth LLC increased its Williams-Sonoma (WSM) stake by 1.2% in Q1 2026, buying an estimated $998 and bringing the position to 414 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Bogart Wealth LLC first reported a position in WSM in Q4 2020 and has held it in 13 quarters since. The position peaked at $80.5K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Bogart Wealth LLC held 414 shares of Williams-Sonoma worth $75.5K as of Q1 2026.
Bogart Wealth LLC bought 5 Williams-Sonoma shares in Q1 2026, an estimated $998.
Williams-Sonoma made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #401 holding.
Bogart Wealth LLC first reported a position in Williams-Sonoma in Q4 2020 and has held it in 13 quarters since.
Bogart Wealth LLC's Williams-Sonoma position peaked at $80.5K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.