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Dunhill Financial’s Williams-Sonoma WSM Stock Holding History

Dunhill Financial’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 		$6.94K Buy
38
+7
+23% +$1.4K ﹤0.01% 580
2025
Q4 		$5.57K Buy
31
+2
+7% +$375 ﹤0.01% 579
2025
Q3 		$5.71K Hold
29
– – ﹤0.01% 551
2025
Q2 		$4.76K Buy
29
+3
+12% +$471 ﹤0.01% 552
2025
Q1 		$4.11K Hold
26
– – ﹤0.01% 604
2024
Q4 		$4.82K Hold
26
– – ﹤0.01% 547
2024
Q3 		$4.03K Hold
26
– – ﹤0.01% 603
2024
Q2 		$3.67K Hold
26
– – ﹤0.01% 453
2024
Q1 		$4.13K Hold
26
– – ﹤0.01% 359
2023
Q4 		$2.62K Buy
+26
New +$2.25K ﹤0.01% 398

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

Dunhill Financial's WSM Position: Q1 2026 in Review

Dunhill Financial increased its Williams-Sonoma (WSM) stake by 23% in Q1 2026, buying an estimated $1.4K and bringing the position to 38 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Dunhill Financial first reported a position in WSM in Q4 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Dunhill Financial held 38 shares of Williams-Sonoma worth $6.94K as of Q1 2026.
  • Dunhill Financial bought 7 Williams-Sonoma shares in Q1 2026, an estimated $1.4K.
  • Williams-Sonoma made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #580 holding.
  • Dunhill Financial first reported a position in Williams-Sonoma in Q4 2023 and has held it in 10 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.