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Brooklyn Investment Group’s Williams-Sonoma WSM Stock Holding History

Brooklyn Investment Group’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 		$520K Buy
2,850
+763
+37% +$152K 0.02% 990
2025
Q4 		$391K Buy
+2,087
New +$391K 0.02% 848
2025
Q3 		– Sell
-727
Closed -$119K – 2718
2025
Q2 		$119K Buy
727
+163
+29% +$25.6K 0.02% 857
2025
Q1 		$89.2K Buy
564
+469
+494% +$90.6K 0.02% 558
2024
Q4 		$17.6K Sell
95
-84
-47% -$13.3K 0.01% 790
2024
Q3 		$27.7K Buy
+179
New +$25.7K 0.01% 596

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brooklyn Investment Group's WSM Position: Q1 2026 in Review

Brooklyn Investment Group increased its Williams-Sonoma (WSM) stake by 37% in Q1 2026, buying an estimated $152K and bringing the position to 2,850 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #990.

Brooklyn Investment Group first reported a position in WSM in Q3 2024 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Brooklyn Investment Group held 2,850 shares of Williams-Sonoma worth $520K as of Q1 2026.
  • Brooklyn Investment Group bought 763 Williams-Sonoma shares in Q1 2026, an estimated $152K.
  • Williams-Sonoma made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #990 holding.
  • Brooklyn Investment Group first reported a position in Williams-Sonoma in Q3 2024 and has held it in 6 quarters since.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.