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Clean Yield Group’s Williams-Sonoma WSM Stock Holding History

Clean Yield Group’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 		$16K Sell
88
-104
-54% -$20.8K ﹤0.01% 287
2025
Q4 		$34.3K Hold
192
– – 0.01% 261
2025
Q3 		$37.5K Hold
192
– – 0.01% 250
2025
Q2 		$31.4K Hold
192
– – 0.01% 255
2025
Q1 		$30.4K Hold
192
– – 0.01% 263
2024
Q4 		$35.6K Hold
192
– – 0.01% 259
2024
Q3 		$29.7K Buy
+192
New +$27.5K 0.01% 269

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

Clean Yield Group's WSM Position: Q1 2026 in Review

Clean Yield Group reduced its Williams-Sonoma (WSM) stake by 54% in Q1 2026, selling an estimated $20.8K and leaving 88 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Clean Yield Group first reported a position in WSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.5K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Clean Yield Group held 88 shares of Williams-Sonoma worth $16K as of Q1 2026.
  • Clean Yield Group sold 104 Williams-Sonoma shares in Q1 2026, an estimated $20.8K.
  • Williams-Sonoma made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #287 holding.
  • Clean Yield Group first reported a position in Williams-Sonoma in Q3 2024 and has held it in 7 quarters since.
  • Clean Yield Group's Williams-Sonoma position peaked at $37.5K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.