BA
WSM icon

Bridgewater Advisors’s Williams-Sonoma WSM Stock Holding History

Bridgewater 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 		$225K Sell
1,307
-153
-10% -$30.5K 0.01% 420
2025
Q4 		$311K Buy
1,460
+63
+5% +$11.8K 0.02% 348
2025
Q3 		$268K Buy
1,397
+108
+8% +$20.6K 0.02% 371
2025
Q2 		$241K Buy
+1,289
New +$202K 0.02% 386

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

Bridgewater Advisors's WSM Position: Q1 2026 in Review

Bridgewater Advisors reduced its Williams-Sonoma (WSM) stake by 10% in Q1 2026, selling an estimated $30.5K and leaving 1,307 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #420.

Bridgewater Advisors first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Bridgewater Advisors held 1,307 shares of Williams-Sonoma worth $225K as of Q1 2026.
  • Bridgewater Advisors sold 153 Williams-Sonoma shares in Q1 2026, an estimated $30.5K.
  • Williams-Sonoma made up 0.01% of Bridgewater Advisors's portfolio in Q1 2026, its #420 holding.
  • Bridgewater Advisors first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • Bridgewater Advisors's Williams-Sonoma position peaked at $311K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.