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Edgestream Partners’s Williams-Sonoma WSM Stock Holding History

Edgestream Partners’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 		$3.09M Buy
16,951
+5,570
+49% +$1.11M 0.1% 372
2025
Q4 		$2.03M Buy
+11,381
New +$2.13M 0.06% 527
2025
Q3 		– Sell
-11,348
Closed -$1.85M – 1087
2025
Q2 		$1.85M Buy
11,348
+1,584
+16% +$249K 0.05% 542
2025
Q1 		$1.54M Buy
9,764
+8,215
+530% +$1.59M 0.05% 534
2024
Q4 		$287K Sell
1,549
-1,130
-42% -$179K 0.01% 768
2024
Q3 		$415K Sell
2,679
-4,723
-64% -$678K 0.02% 724
2024
Q2 		$1.05M Buy
+7,402
New +$1.1M 0.05% 511
2023
Q3 		– Sell
-6,726
Closed -$421K – 999
2023
Q2 		$421K Buy
6,726
+1,346
+25% +$80.2K 0.04% 565
2023
Q1 		$327K Sell
5,380
-54,488
-91% -$3.4M 0.04% 464
2022
Q4 		$3.44M Buy
59,868
+49,964
+504% +$3M 0.39% 63
2022
Q3 		$584K Sell
9,904
-3,040
-23% -$216K 0.05% 334
2022
Q2 		$718K Buy
+12,944
New +$837K 0.06% 370
2022
Q1 		– Sell
-9,828
Closed -$831K – 650
2021
Q4 		$831K Buy
+9,828
New +$916K 0.05% 335
2021
Q3 		– Sell
-24,952
Closed -$1.99M – 583
2021
Q2 		$1.99M Buy
24,952
+14,532
+139% +$1.24M 0.12% 220
2021
Q1 		$934K Sell
10,420
-121,936
-92% -$8.23M 0.05% 300
2020
Q4 		$6.74M Buy
+132,356
New +$6.78M 0.34% 99
2019
Q1 		– Sell
-22,492
Closed -$567K – 303
2018
Q4 		$567K Buy
+22,492
New +$643K 0.1% 166
2018
Q3 		– Sell
-8,436
Closed -$259K – 344
2018
Q2 		$259K Sell
8,436
-20,112
-70% -$538K 0.05% 230
2018
Q1 		$753K Buy
+28,548
New +$755K 0.15% 160

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

Edgestream Partners's WSM Position: Q1 2026 in Review

Edgestream Partners increased its Williams-Sonoma (WSM) stake by 49% in Q1 2026, buying an estimated $1.11M and bringing the position to 16,951 shares worth $3.09M. The position accounts for 0.1% of the portfolio, ranked #372.

Edgestream Partners first reported a position in WSM in Q1 2018 and has held it in 19 quarters since. The position peaked at $6.74M in Q4 2020. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Edgestream Partners held 16,951 shares of Williams-Sonoma worth $3.09M as of Q1 2026.
  • Edgestream Partners bought 5,570 Williams-Sonoma shares in Q1 2026, an estimated $1.11M.
  • Williams-Sonoma made up 0.1% of Edgestream Partners's portfolio in Q1 2026, its #372 holding.
  • Edgestream Partners first reported a position in Williams-Sonoma in Q1 2018 and has held it in 19 quarters since.
  • Edgestream Partners's Williams-Sonoma position peaked at $6.74M in Q4 2020.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.