CJ
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Caitlin John’s Williams-Sonoma WSM Stock Holding History

Caitlin John’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 		$13.5K Hold
74
– – 0.01% 483
2025
Q4 		$13.2K Sell
74
-362
-83% -$67.8K 0.01% 501
2025
Q3 		$85.2K Buy
+436
New +$83.3K 0.06% 203
2025
Q1 		– Sell
-75
Closed -$13.9K – 813
2024
Q4 		$13.9K Hold
75
– – 0.01% 423
2024
Q3 		$9.69K Sell
75
-1
-1% -$143 0.01% 494
2024
Q2 		$10.6K Sell
76
-68
-47% -$10.1K 0.01% 453
2024
Q1 		$23K Sell
144
-46
-24% -$5.34K 0.02% 341
2023
Q4 		$19.1K Buy
+190
New +$16.4K 0.02% 347

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

Caitlin John's WSM Position: Q1 2026 in Review

Caitlin John held its Williams-Sonoma (WSM) position steady in Q1 2026 at 74 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #483.

Caitlin John first reported a position in WSM in Q4 2023 and has held it in 8 quarters since. The position peaked at $85.2K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Caitlin John held 74 shares of Williams-Sonoma worth $13.5K as of Q1 2026.
  • Caitlin John left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.01% of Caitlin John's portfolio in Q1 2026, its #483 holding.
  • Caitlin John first reported a position in Williams-Sonoma in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Williams-Sonoma position peaked at $85.2K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.