Cahaba Wealth Management’s Williams-Sonoma WSM Stock Holding History

Cahaba Wealth Management’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	$272K	Hold	1,492	–	–	0.02%	126
2025 Q4	$266K	Hold	1,492	–	–	0.02%	125
2025 Q3	$292K	Hold	1,492	–	–	0.02%	122
2025 Q2	$244K	Hold	1,492	–	–	0.02%	133
2025 Q1	$236K	Hold	1,492	–	–	0.02%	133
2024 Q4	$276K	Hold	1,492	–	–	0.02%	123
2024 Q3	$231K	Hold	1,492	–	–	0.02%	133
2024 Q2	$211K	Sell	1,492 -240	-14%	-$35.8K	0.02%	141
2024 Q1	$275K	Buy	+1,732	New	+$201K	0.03%	122
2022 Q1	–	Sell	-2,858	Closed	-$242K	–	151
2021 Q4	$242K	Buy	2,858 +100	+4%	+$9.31K	0.03%	131
2021 Q3	$244K	Buy	+2,758	New	+$233K	0.04%	120

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

Cahaba Wealth Management's WSM Position: Q1 2026 in Review

Cahaba Wealth Management held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,492 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #126.

Cahaba Wealth Management first reported a position in WSM in Q3 2021 and has held it in 11 quarters since. The position peaked at $292K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Cahaba Wealth Management held 1,492 shares of Williams-Sonoma worth $272K as of Q1 2026.
Cahaba Wealth Management left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #126 holding.
Cahaba Wealth Management first reported a position in Williams-Sonoma in Q3 2021 and has held it in 11 quarters since.
Cahaba Wealth Management's Williams-Sonoma position peaked at $292K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.