BLC
WSM icon

Brown, Lisle/Cummings’s Williams-Sonoma WSM Stock Holding History

Brown, Lisle/Cummings’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 		$113K Buy
622
+62
+11% +$12.4K 0.03% 275
2025
Q4 		$100K Hold
560
– – 0.02% 280
2025
Q3 		$109K Hold
560
– – 0.03% 265
2025
Q2 		$91.5K Hold
560
– – 0.02% 280
2025
Q1 		$88.5K Hold
560
– – 0.03% 281
2024
Q4 		$104K Buy
+560
New +$88.9K 0.03% 263

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

Brown, Lisle/Cummings's WSM Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Williams-Sonoma (WSM) stake by 11% in Q1 2026, buying an estimated $12.4K and bringing the position to 622 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #275.

Brown, Lisle/Cummings first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Brown, Lisle/Cummings held 622 shares of Williams-Sonoma worth $113K as of Q1 2026.
  • Brown, Lisle/Cummings bought 62 Williams-Sonoma shares in Q1 2026, an estimated $12.4K.
  • Williams-Sonoma made up 0.03% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #275 holding.
  • Brown, Lisle/Cummings first reported a position in Williams-Sonoma in Q4 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 Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.