Empirical Asset Management’s Williams-Sonoma WSM Stock Holding History

Empirical Asset 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	$645K	Sell	3,538 -6	-0.2%	-$1.2K	0.17%	171
2025 Q4	$633K	Sell	3,544 -54	-2%	-$10.1K	0.18%	162
2025 Q3	$703K	Sell	3,598 -60	-2%	-$11.5K	0.2%	171
2025 Q2	$598K	Buy	+3,658	New	+$574K	0.18%	176
2025 Q1	–	Sell	-2,764	Closed	-$257K	–	472
2024 Q4	$257K	Buy	2,764 +441	+19%	+$70K	0.09%	252
2024 Q3	$360K	Buy	2,323 +485	+26%	+$69.6K	0.13%	204
2024 Q2	$259K	Buy	1,838 +248	+16%	+$37K	0.1%	274
2024 Q1	$253K	Buy	+1,590	New	+$185K	0.12%	224

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

Empirical Asset Management's WSM Position: Q1 2026 in Review

Empirical Asset Management reduced its Williams-Sonoma (WSM) stake by 0.17% in Q1 2026, selling an estimated $1.2K and leaving 3,538 shares worth $645K. The position accounts for 0.17% of the portfolio, ranked #171.

Empirical Asset Management first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $703K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Empirical Asset Management held 3,538 shares of Williams-Sonoma worth $645K as of Q1 2026.
Empirical Asset Management sold 6 Williams-Sonoma shares in Q1 2026, an estimated $1.2K.
Williams-Sonoma made up 0.17% of Empirical Asset Management's portfolio in Q1 2026, its #171 holding.
Empirical Asset Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
Empirical Asset Management's Williams-Sonoma position peaked at $703K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.