Center For Asset Management’s Williams-Sonoma WSM Stock Holding History

Center For Asset 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	$655K	Buy	3,589 +143	+4%	+$28.6K	0.33%	74
2025 Q4	$615K	Sell	3,446 -358	-9%	-$67.1K	0.32%	74
2025 Q3	$744K	Sell	3,804 -13	-0.3%	-$2.48K	0.4%	55
2025 Q2	$712K	Sell	3,817 -178	-4%	-$27.9K	0.44%	53
2025 Q1	$632K	Buy	3,995 +105	+3%	+$20.3K	0.39%	58
2024 Q4	$720K	Sell	3,890 -68	-2%	-$10.8K	0.47%	50
2024 Q3	$613K	Sell	3,958 -3,898	-50%	-$559K	0.37%	59
2024 Q2	$555K	Buy	7,856 +4,110	+110%	+$613K	0.37%	60
2024 Q1	$595K	Sell	3,746 -130	-3%	-$15.1K	0.49%	45
2023 Q4	$391K	Sell	3,876 -390	-9%	-$33.8K	0.36%	64
2023 Q3	$331K	Sell	4,266 -226	-5%	-$15.6K	0.33%	79
2023 Q2	$281K	Buy	+4,492	New	+$268K	0.27%	85

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

Center For Asset Management's WSM Position: Q1 2026 in Review

Center For Asset Management increased its Williams-Sonoma (WSM) stake by 4.1% in Q1 2026, buying an estimated $28.6K and bringing the position to 3,589 shares worth $655K. The position accounts for 0.33% of the portfolio, ranked #74.

Center For Asset Management first reported a position in WSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $744K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Center For Asset Management held 3,589 shares of Williams-Sonoma worth $655K as of Q1 2026.
Center For Asset Management bought 143 Williams-Sonoma shares in Q1 2026, an estimated $28.6K.
Williams-Sonoma made up 0.33% of Center For Asset Management's portfolio in Q1 2026, its #74 holding.
Center For Asset Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 12 quarters since.
Center For Asset Management's Williams-Sonoma position peaked at $744K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.