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Capital Analysts LLC’s Williams-Sonoma WSM Stock Holding History

Capital Analysts LLC’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
-265
Closed -$47K – 1596
2025
Q4 		$47K Hold
265
– – ﹤0.01% 932
2025
Q3 		$52K Hold
265
– – ﹤0.01% 874
2025
Q2 		$43K Hold
265
– – ﹤0.01% 851
2025
Q1 		$42K Hold
265
– – ﹤0.01% 831
2024
Q4 		$49K Hold
265
– – ﹤0.01% 755
2024
Q3 		$41K Buy
+265
New +$38K ﹤0.01% 770
2023
Q4 		– Sell
-20
Closed -$2K – 1224
2023
Q3 		$2K Buy
+20
New +$1.38K ﹤0.01% 1068

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

Capital Analysts LLC's WSM Position: Q1 2026 in Review

Capital Analysts LLC sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 265 shares — an estimated $47K sold.

Capital Analysts LLC first reported a position in WSM in Q3 2023 and held it in 7 quarters. The position peaked at $52K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Capital Analysts LLC reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 265 Williams-Sonoma shares in Q1 2026, an estimated $47K.
  • Capital Analysts LLC first reported a position in Williams-Sonoma in Q3 2023 and held it in 7 quarters.
  • Capital Analysts LLC's Williams-Sonoma position peaked at $52K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.