Chevy Chase Trust
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Chevy Chase Trust’s Williams-Sonoma WSM Stock Holding History

Chevy Chase Trust’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 		$10.7M Sell
58,811
-2,960
-5% -$591K 0.03% 386
2025
Q4 		$11M Sell
61,771
-1,001
-2% -$188K 0.03% 388
2025
Q3 		$12.3M Sell
62,772
-2,214
-3% -$423K 0.03% 364
2025
Q2 		$10.6M Buy
64,986
+428
+0.7% +$67.2K 0.03% 392
2025
Q1 		$10.2M Buy
+64,558
New +$12.5M 0.03% 395
2024
Q1 		– Sell
-32,640
Closed -$3.29M – 630
2023
Q4 		$3.29M Sell
32,640
-4,448
-12% -$385K 0.01% 536
2023
Q3 		$2.88M Sell
37,088
-360
-1% -$24.8K 0.01% 527
2023
Q2 		$2.34M Sell
37,448
-698
-2% -$41.6K 0.01% 536
2023
Q1 		$2.32M Sell
38,146
-824
-2% -$51.5K 0.01% 538
2022
Q4 		$2.24M Sell
38,970
-14,168
-27% -$851K 0.01% 552
2022
Q3 		$3.13M Buy
53,138
+888
+2% +$63K 0.01% 527
2022
Q2 		$2.9M Sell
52,250
-500
-0.9% -$32.3K 0.01% 529
2022
Q1 		$3.82M Buy
52,750
+1,412
+3% +$107K 0.01% 527
2021
Q4 		$4.34M Buy
51,338
+10,858
+27% +$1.01M 0.01% 525
2021
Q3 		$3.59M Buy
40,480
+52
+0.1% +$4.4K 0.01% 529
2021
Q2 		$3.23M Sell
40,428
-5,934
-13% -$505K 0.01% 536
2021
Q1 		$4.15M Buy
+46,362
New +$3.13M 0.01% 522

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

Chevy Chase Trust's WSM Position: Q1 2026 in Review

Chevy Chase Trust reduced its Williams-Sonoma (WSM) stake by 4.8% in Q1 2026, selling an estimated $591K and leaving 58,811 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #386.

Chevy Chase Trust first reported a position in WSM in Q1 2021 and has held it in 17 quarters since. The position peaked at $12.3M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Chevy Chase Trust held 58,811 shares of Williams-Sonoma worth $10.7M as of Q1 2026.
  • Chevy Chase Trust sold 2,960 Williams-Sonoma shares in Q1 2026, an estimated $591K.
  • Williams-Sonoma made up 0.03% of Chevy Chase Trust's portfolio in Q1 2026, its #386 holding.
  • Chevy Chase Trust first reported a position in Williams-Sonoma in Q1 2021 and has held it in 17 quarters since.
  • Chevy Chase Trust's Williams-Sonoma position peaked at $12.3M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.