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Camelot Portfolios’s Williams-Sonoma WSM Stock Holding History

Camelot Portfolios’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 		– Sell
-400
Closed -$71.5K – 556
2025
Q4 		$71.5K Buy
+400
New +$74.9K 0.04% 276
2024
Q3 		– Sell
-2,334
Closed -$329K – 578
2024
Q2 		$329K Buy
+2,334
New +$348K 0.19% 127
2024
Q1 		– Sell
-4,570
Closed -$461K – 209
2023
Q4 		$461K Buy
+4,570
New +$396K 0.27% 104
2023
Q3 		– Sell
-4,406
Closed -$276K – 197
2023
Q2 		$276K Buy
4,406
+60
+1% +$3.58K 0.17% 143
2023
Q1 		$264K Sell
4,346
-14
-0.3% -$874 0.18% 140
2022
Q4 		$251K Buy
+4,360
New +$262K 0.19% 143

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

Camelot Portfolios's WSM Position: Q1 2026 in Review

Camelot Portfolios sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 400 shares — an estimated $71.5K sold.

Camelot Portfolios first reported a position in WSM in Q4 2022 and held it in 6 quarters. The position peaked at $461K in Q4 2023. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Camelot Portfolios reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 400 Williams-Sonoma shares in Q1 2026, an estimated $71.5K.
  • Camelot Portfolios first reported a position in Williams-Sonoma in Q4 2022 and held it in 6 quarters.
  • Camelot Portfolios's Williams-Sonoma position peaked at $461K in Q4 2023.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.