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EDMP Inc’s Williams-Sonoma WSM Stock Holding History

EDMP Inc’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 		– Sell
-1,322
Closed -$236K – 75
2025
Q4 		$236K Hold
1,322
– – 0.19% 65
2025
Q3 		$258K Hold
1,322
– – 0.2% 65
2025
Q2 		$216K Hold
1,322
– – 0.18% 67
2025
Q1 		$209K Sell
1,322
-330
-20% -$63.8K 0.18% 68
2024
Q4 		$306K Hold
1,652
– – 0.29% 54
2024
Q3 		$256K Hold
1,652
– – 0.21% 71
2024
Q2 		$233K Sell
1,652
-584
-26% -$87K 0.21% 70
2024
Q1 		$355K Hold
2,236
– – 0.3% 59
2023
Q4 		$226K Buy
+2,236
New +$194K 0.21% 67
2021
Q2 		– Sell
-2,236
Closed -$200K – 53
2021
Q1 		$200K Buy
+2,236
New +$151K 0.21% 51

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

EDMP Inc's WSM Position: Q1 2026 in Review

EDMP Inc sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,322 shares — an estimated $236K sold.

EDMP Inc first reported a position in WSM in Q1 2021 and held it in 10 quarters. The position peaked at $355K in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • EDMP Inc reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • EDMP Inc sold 1,322 Williams-Sonoma shares in Q1 2026, an estimated $236K.
  • EDMP Inc first reported a position in Williams-Sonoma in Q1 2021 and held it in 10 quarters.
  • EDMP Inc's Williams-Sonoma position peaked at $355K in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on EDMP Inc's 13F filing for Q1 2026, filed 28 Apr 2026.