Diversify Wealth Management’s Williams-Sonoma WSM Stock Holding History

Diversify Wealth 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	$801K	Buy	4,422 +3,302	+295%	+$659K	0.01%	665
2025 Q4	$233K	Buy	1,120 +20	+2%	+$3.75K	0.01%	573
2025 Q3	$212K	Sell	1,100 -6	-0.5%	-$1.15K	0.01%	510
2025 Q2	$229K	Buy	+1,106	New	+$174K	0.01%	497
2025 Q1	–	Sell	-5,119	Closed	-$1.01M	–	554
2024 Q4	$1.01M	Buy	5,119 +1,838	+56%	+$292K	0.08%	221
2024 Q3	$454K	Sell	3,281 -2,457	-43%	-$352K	0.04%	331
2024 Q2	$386K	Buy	+5,738	New	+$855K	0.05%	318

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Wealth Management's WSM Position: Q1 2026 in Review

Diversify Wealth Management increased its Williams-Sonoma (WSM) stake by 295% in Q1 2026, buying an estimated $659K and bringing the position to 4,422 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #665.

Diversify Wealth Management first reported a position in WSM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Diversify Wealth Management held 4,422 shares of Williams-Sonoma worth $801K as of Q1 2026.
Diversify Wealth Management bought 3,302 Williams-Sonoma shares in Q1 2026, an estimated $659K.
Williams-Sonoma made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #665 holding.
Diversify Wealth Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Williams-Sonoma position peaked at $1.01M in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.