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Consolidated Capital Management’s Williams-Sonoma WSM Stock Holding History

Consolidated Capital 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 		$390K Hold
2,140
– – 0.13% 47
2025
Q4 		$382K Buy
2,140
+1,000
+88% +$187K 0.12% 57
2025
Q3 		$223K Buy
+1,140
New +$218K 0.08% 48
2025
Q2 		– Sell
-1,440
Closed -$228K – 50
2025
Q1 		$228K Buy
+1,440
New +$278K 0.09% 43

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

Consolidated Capital Management's WSM Position: Q1 2026 in Review

Consolidated Capital Management held its Williams-Sonoma (WSM) position steady in Q1 2026 at 2,140 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #47.

Consolidated Capital Management first reported a position in WSM in Q1 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Consolidated Capital Management held 2,140 shares of Williams-Sonoma worth $390K as of Q1 2026.
  • Consolidated Capital Management left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.13% of Consolidated Capital Management's portfolio in Q1 2026, its #47 holding.
  • Consolidated Capital Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.