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Cornerstone Wealth Group’s Williams-Sonoma WSM Stock Holding History

Cornerstone Wealth 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 		$230K Sell
1,137
-12
-1% -$2.4K 0.01% 396
2025
Q4 		$205K Buy
+1,149
New +$215K 0.01% 375

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

Cornerstone Wealth Group's WSM Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Williams-Sonoma (WSM) stake by 1% in Q1 2026, selling an estimated $2.4K and leaving 1,137 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #396.

Cornerstone Wealth Group first reported a position in WSM in Q4 2025 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Cornerstone Wealth Group held 1,137 shares of Williams-Sonoma worth $230K as of Q1 2026.
  • Cornerstone Wealth Group sold 12 Williams-Sonoma shares in Q1 2026, an estimated $2.4K.
  • Williams-Sonoma made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #396 holding.
  • Cornerstone Wealth Group first reported a position in Williams-Sonoma in Q4 2025 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.