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Congress Asset Management’s Williams-Sonoma WSM Stock Holding History

Congress 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 		– Sell
-1,283
Closed -$229K – 439
2025
Q4 		$229K Sell
1,283
-4,500
-78% -$843K ﹤0.01% 371
2025
Q3 		$1.13M Buy
5,783
+3,445
+147% +$658K 0.01% 311
2025
Q2 		$382K Sell
2,338
-3,805
-62% -$597K ﹤0.01% 353
2025
Q1 		$971K Sell
6,143
-99,302
-94% -$19.2M 0.01% 307
2024
Q4 		$19.5M Sell
105,445
-2,925
-3% -$464K 0.13% 137
2024
Q3 		$16.8M Buy
108,370
+6,258
+6% +$898K 0.11% 142
2024
Q2 		$14.4M Sell
102,112
-12,226
-11% -$1.82M 0.1% 150
2024
Q1 		$18.2M Buy
114,338
+19,572
+21% +$2.27M 0.13% 127
2023
Q4 		$9.56M Buy
94,766
+20,606
+28% +$1.78M 0.08% 177
2023
Q3 		$5.76M Sell
74,160
-875,628
-92% -$60.3M 0.05% 204
2023
Q2 		$59.4M Sell
949,788
-832,622
-47% -$49.6M 0.52% 80
2023
Q1 		$108M Buy
1,782,410
+16,000
+0.9% +$999K 1.01% 35
2022
Q4 		$101M Sell
1,766,410
-19,228
-1% -$1.15M 1.02% 37
2022
Q3 		$105M Sell
1,785,638
-27,846
-2% -$1.98M 1.13% 23
2022
Q2 		$101M Sell
1,813,484
-2,362
-0.1% -$153K 0.96% 41
2022
Q1 		$132M Buy
1,815,846
+12,782
+0.7% +$968K 1.12% 28
2021
Q4 		$152M Sell
1,803,064
-31,008
-2% -$2.89M 1.16% 27
2021
Q3 		$163M Buy
1,834,072
+12,128
+0.7% +$1.03M 1.27% 19
2021
Q2 		$145M Sell
1,821,944
-260,498
-13% -$22.2M 1.22% 23
2021
Q1 		$187M Sell
2,082,442
-479,682
-19% -$32.4M 1.69% 5
2020
Q4 		$130M Sell
2,562,124
-30,436
-1% -$1.56M 1.23% 25
2020
Q3 		$117M Sell
2,592,560
-29,140
-1% -$1.29M 1.27% 23
2020
Q2 		$108M Buy
2,621,700
+2,595,980
+10,093% +$88.3M 1.28% 20
2020
Q1 		$547K Sell
25,720
-2,740
-10% -$87.1K 0.01% 283
2019
Q4 		$1.04M Sell
28,460
-6,620
-19% -$230K 0.01% 278
2019
Q3 		$1.19M Buy
+35,080
New +$1.16M 0.02% 276
2016
Q3 		– Sell
-77,976
Closed -$2.03M – 257
2016
Q2 		$2.03M Buy
77,976
+4,486
+6% +$123K 0.05% 175
2016
Q1 		$2.01M Sell
73,490
-1,815,822
-96% -$49.3M 0.05% 168
2015
Q4 		$55.2M Sell
1,889,312
-99,296
-5% -$3.4M 1.37% 18
2015
Q3 		$75.9M Buy
1,988,608
+1,414,702
+247% +$57.6M 1.95% 3
2015
Q2 		$23.6M Sell
573,906
-123,460
-18% -$4.83M 0.68% 59
2015
Q1 		$27.8M Buy
697,366
+126,108
+22% +$5M 0.67% 64
2014
Q4 		$21.6M Sell
571,258
-98,128
-15% -$3.4M 0.55% 55
2014
Q3 		$22.3M Buy
669,386
+42,418
+7% +$1.47M 0.57% 63
2014
Q2 		$22.5M Buy
626,968
+32,206
+5% +$1.06M 0.57% 53
2014
Q1 		$19.8M Buy
594,762
+216,538
+57% +$6.31M 0.5% 62
2013
Q4 		$11M Buy
+378,224
New +$10.6M 0.29% 77

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

Congress Asset Management's WSM Position: Q1 2026 in Review

Congress Asset Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,283 shares — an estimated $229K sold.

Congress Asset Management first reported a position in WSM in Q4 2013 and held it in 37 quarters. The position peaked at $187M in Q1 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Congress Asset Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Congress Asset Management sold 1,283 Williams-Sonoma shares in Q1 2026, an estimated $229K.
  • Congress Asset Management first reported a position in Williams-Sonoma in Q4 2013 and held it in 37 quarters.
  • Congress Asset Management's Williams-Sonoma position peaked at $187M in Q1 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Congress Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.