Carson Wealth (CWM LLC)’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $814K | Buy |
4,466
+25
| +0.6% | +$4.99K | ﹤0.01% | 1669 |
|
|
2025
Q4 | $793K | Buy |
4,441
+690
| +18% | +$129K | ﹤0.01% | 1640 |
|
|
2025
Q3 | $733K | Buy |
3,751
+444
| +13% | +$84.9K | ﹤0.01% | 1582 |
|
|
2025
Q2 | $540K | Sell |
3,307
-2,236
| -40% | -$351K | ﹤0.01% | 1557 |
|
|
2025
Q1 | $876K | Buy |
5,543
+2,754
| +99% | +$532K | ﹤0.01% | 1199 |
|
|
2024
Q4 | $516K | Buy |
2,789
+330
| +13% | +$52.4K | ﹤0.01% | 1366 |
|
|
2024
Q3 | $381K | Buy |
2,459
+89
| +4% | +$12.8K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $335K | Sell |
2,370
-33,324
| -93% | -$4.97M | ﹤0.01% | 1347 |
|
|
2024
Q1 | $5.67M | Sell |
35,694
-29,666
| -45% | -$3.44M | 0.03% | 394 |
|
|
2023
Q4 | $6.59M | Sell |
65,360
-3,832
| -6% | -$332K | 0.04% | 349 |
|
|
2023
Q3 | $5.38M | Sell |
69,192
-6,730
| -9% | -$464K | 0.03% | 352 |
|
|
2023
Q2 | $4.75M | Sell |
75,922
-700
| -0.9% | -$41.7K | 0.03% | 348 |
|
|
2023
Q1 | $4.66M | Buy |
76,622
+75,104
| +4,948% | +$4.69M | 0.03% | 335 |
|
|
2022
Q4 | $87K | Buy |
1,518
+416
| +38% | +$25K | ﹤0.01% | 1439 |
|
|
2022
Q3 | $65K | Buy |
1,102
+316
| +40% | +$22.4K | ﹤0.01% | 1549 |
|
|
2022
Q2 | $44K | Buy |
786
+216
| +38% | +$14K | ﹤0.01% | 1688 |
|
|
2022
Q1 | $41K | Buy |
570
+170
| +43% | +$12.9K | ﹤0.01% | 1696 |
|
|
2021
Q4 | $34K | Buy |
+400
| New | +$37.3K | ﹤0.01% | 1742 |
|
|
2021
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2021
Q1 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q4 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q3 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q1 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q4 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q3 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q1 | $16K | Sell |
198
-3,266
| -94% | -$90.1K | ﹤0.01% | 1907 |
|
|
2018
Q4 | $87K | Sell |
3,464
-191,664
| -98% | -$5.48M | ﹤0.01% | 760 |
|
|
2018
Q3 | $6.41M | Buy |
195,128
+54,080
| +38% | +$1.71M | 0.16% | 134 |
|
|
2018
Q2 | $4.33M | Buy |
141,048
+4,374
| +3% | +$117K | 0.14% | 133 |
|
|
2018
Q1 | $3.6M | Buy |
136,674
+31,794
| +30% | +$841K | 0.14% | 125 |
|
|
2017
Q4 | $2.71M | Sell |
104,880
-4,248
| -4% | -$108K | 0.12% | 142 |
|
|
2017
Q3 | $2.72M | Sell |
109,128
-2,682
| -2% | -$62.4K | 0.13% | 119 |
|
|
2017
Q2 | $2.71M | Buy |
111,810
+111,636
| +64,159% | +$2.85M | 0.14% | 119 |
|
|
2017
Q1 | $5K | Hold |
174
| – | – | ﹤0.01% | 879 |
|
|
2016
Q4 | $4K | Sell |
174
-120
| -41% | -$3.06K | ﹤0.01% | 897 |
|
|
2016
Q3 | $8K | Buy |
294
+120
| +69% | +$3.14K | ﹤0.01% | 758 |
|
|
2016
Q2 | $5K | Hold |
174
| – | – | ﹤0.01% | 640 |
|
|
2016
Q1 | $5K | Buy |
174
+138
| +383% | +$3.74K | ﹤0.01% | 605 |
|
|
2015
Q4 | $1K | Buy |
+36
| New | +$1.23K | ﹤0.01% | 666 |
|
Other funds holding WSM
BC
Carson Wealth (CWM LLC)'s WSM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Williams-Sonoma (WSM) stake by 0.56% in Q1 2026, buying an estimated $4.99K and bringing the position to 4,466 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.
Carson Wealth (CWM LLC) first reported a position in WSM in Q4 2015 and has held it in 41 quarters since. The position peaked at $6.59M in Q4 2023. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,466 shares of Williams-Sonoma worth $814K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 25 Williams-Sonoma shares in Q1 2026, an estimated $4.99K.
- Williams-Sonoma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1669 holding.
- Carson Wealth (CWM LLC) first reported a position in Williams-Sonoma in Q4 2015 and has held it in 41 quarters since.
- Carson Wealth (CWM LLC)'s Williams-Sonoma position peaked at $6.59M in Q4 2023.
- 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.