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Ferguson Wellman Capital Management’s Williams-Sonoma WSM Stock Holding History

Ferguson Wellman Capital 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 		– Sell
-1,285
Closed -$229K – 417
2025
Q4 		$229K Hold
1,285
– – ﹤0.01% 334
2025
Q3 		$251K Hold
1,285
– – ﹤0.01% 324
2025
Q2 		$210K Sell
1,285
-202
-14% -$31.7K ﹤0.01% 329
2025
Q1 		$235K Buy
1,487
+202
+16% +$39K ﹤0.01% 331
2024
Q4 		$238K Buy
+1,285
New +$204K ﹤0.01% 323
2024
Q3 		– Sell
-1,450
Closed -$205K – 367
2024
Q2 		$205K Sell
1,450
-26
-2% -$3.88K ﹤0.01% 348
2024
Q1 		$234K Buy
+1,476
New +$171K ﹤0.01% 343

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ferguson Wellman Capital Management's WSM Position: Q1 2026 in Review

Ferguson Wellman Capital Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,285 shares — an estimated $229K sold.

Ferguson Wellman Capital Management first reported a position in WSM in Q1 2024 and held it in 7 quarters. The position peaked at $251K in Q3 2025. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Ferguson Wellman Capital Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 1,285 Williams-Sonoma shares in Q1 2026, an estimated $229K.
  • Ferguson Wellman Capital Management first reported a position in Williams-Sonoma in Q1 2024 and held it in 7 quarters.
  • Ferguson Wellman Capital Management's Williams-Sonoma position peaked at $251K in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.