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Edgemoor Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Edgemoor Investment Advisors’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 		$31.3M Sell
171,742
-2,164
-1% -$432K 2.46% 11
2025
Q4 		$31.1M Sell
173,906
-3,361
-2% -$630K 2.41% 12
2025
Q3 		$34.6M Sell
177,267
-2,172
-1% -$415K 2.67% 10
2025
Q2 		$29.3M Sell
179,439
-5,918
-3% -$929K 2.53% 9
2025
Q1 		$29.3M Sell
185,357
-1,339
-0.7% -$259K 2.69% 8
2024
Q4 		$34.6M Sell
186,696
-6,778
-4% -$1.08M 3.05% 9
2024
Q3 		$30M Sell
193,474
-4,056
-2% -$582K 2.61% 11
2024
Q2 		$27.9M Buy
197,530
+490
+0.2% +$73K 2.6% 12
2024
Q1 		$31.3M Sell
197,040
-4,428
-2% -$514K 2.96% 10
2023
Q4 		$20.3M Buy
201,468
+6,574
+3% +$569K 2.13% 13
2023
Q3 		$15.1M Sell
194,894
-3,362
-2% -$232K 1.79% 15
2023
Q2 		$12.4M Sell
198,256
-4,736
-2% -$282K 1.4% 19
2023
Q1 		$12.3M Buy
202,992
+598
+0.3% +$37.3K 1.5% 22
2022
Q4 		$11.6M Buy
202,394
+1,078
+0.5% +$64.7K 1.46% 20
2022
Q3 		$11.9M Buy
201,316
+1,864
+0.9% +$132K 1.58% 16
2022
Q2 		$11.1M Sell
199,452
-424
-0.2% -$27.4K 1.39% 21
2022
Q1 		$14.5M Buy
199,876
+2,070
+1% +$157K 1.53% 14
2021
Q4 		$16.7M Sell
197,806
-4,344
-2% -$405K 1.72% 15
2021
Q3 		$17.9M Sell
202,150
-65,632
-25% -$5.55M 2.04% 13
2021
Q2 		$21.4M Sell
267,782
-230
-0.1% -$19.6K 2% 12
2021
Q1 		$24M Buy
268,012
+1,248
+0.5% +$84.3K 2.41% 11
2020
Q4 		$13.6M Sell
266,764
-2,854
-1% -$146K 1.52% 21
2020
Q3 		$12.2M Buy
269,618
+7,460
+3% +$331K 1.51% 22
2020
Q2 		$10.8M Buy
262,158
+1,468
+0.6% +$49.9K 1.45% 23
2020
Q1 		$5.54M Sell
260,690
-22,132
-8% -$703K 0.9% 41
2019
Q4 		$10.4M Buy
282,822
+192
+0.1% +$6.67K 1.18% 35
2019
Q3 		$9.61M Buy
282,630
+1,868
+0.7% +$61.8K 1.19% 34
2019
Q2 		$9.13M Buy
280,762
+6,270
+2% +$180K 1.15% 33
2019
Q1 		$7.72M Buy
274,492
+12,678
+5% +$350K 1.02% 35
2018
Q4 		$6.6M Sell
261,814
-12,580
-5% -$360K 0.99% 38
2018
Q3 		$9.02M Buy
274,394
+1,114
+0.4% +$35.3K 1.12% 32
2018
Q2 		$8.39M Sell
273,280
-704
-0.3% -$18.8K 1.12% 34
2018
Q1 		$7.23M Buy
273,984
+1,526
+0.6% +$40.3K 0.96% 39
2017
Q4 		$7.34M Sell
272,458
-4,490
-2% -$114K 0.93% 42
2017
Q3 		$6.9M Buy
276,948
+3,122
+1% +$72.6K 0.93% 40
2017
Q2 		$6.64M Buy
273,826
+3,204
+1% +$81.8K 0.91% 43
2017
Q1 		$7.25M Sell
270,622
-5,602
-2% -$137K 1.03% 41
2016
Q4 		$6.68M Buy
276,224
+47,588
+21% +$1.21M 1.02% 40
2016
Q3 		$5.84M Buy
+228,636
New +$5.98M 0.9% 46

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

Edgemoor Investment Advisors's WSM Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Williams-Sonoma (WSM) stake by 1.2% in Q1 2026, selling an estimated $432K and leaving 171,742 shares worth $31.3M. The position accounts for 2.46% of the portfolio, ranked #11.

Edgemoor Investment Advisors first reported a position in WSM in Q3 2016 and has held it in 39 quarters since. The position peaked at $34.6M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Edgemoor Investment Advisors held 171,742 shares of Williams-Sonoma worth $31.3M as of Q1 2026.
  • Edgemoor Investment Advisors sold 2,164 Williams-Sonoma shares in Q1 2026, an estimated $432K.
  • Williams-Sonoma made up 2.46% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Edgemoor Investment Advisors first reported a position in Williams-Sonoma in Q3 2016 and has held it in 39 quarters since.
  • Edgemoor Investment Advisors's Williams-Sonoma position peaked at $34.6M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.