First Long Island Investors’s Williams-Sonoma WSM Stock Holding History

First Long Island Investors’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	$23.8M	Sell	130,608 -1,341	-1%	-$268K	1.93%	21
2025 Q4	$23.6M	Buy	131,949 +345	+0.3%	+$64.6K	1.73%	21
2025 Q3	$25.7M	Sell	131,604 -659	-0.5%	-$126K	1.91%	20
2025 Q2	$21.6M	Sell	132,263 -2,035	-2%	-$319K	1.7%	24
2025 Q1	$21.2M	Sell	134,298 -18,823	-12%	-$3.64M	1.75%	23
2024 Q4	$28.4M	Sell	153,121 -19,562	-11%	-$3.1M	2.25%	16
2024 Q3	$26.8M	Sell	172,683 -527	-0.3%	-$75.6K	2.11%	16
2024 Q2	$24.5M	Sell	173,210 -4,266	-2%	-$636K	2.07%	16
2024 Q1	$28.2M	Sell	177,476 -25,766	-13%	-$2.99M	2.35%	15
2023 Q4	$20.5M	Sell	203,242 -4,322	-2%	-$374K	1.82%	26
2023 Q3	$16.1M	Buy	207,564 +222	+0.1%	+$15.3K	1.56%	29
2023 Q2	$13M	Sell	207,342 -31,344	-13%	-$1.87M	1.25%	35
2023 Q1	$14.5M	Sell	238,686 -10,024	-4%	-$626K	1.48%	33
2022 Q4	$14.3M	Sell	248,710 -438	-0.2%	-$26.3K	1.5%	30
2022 Q3	$14.7M	Sell	249,148 -3,012	-1%	-$214K	1.63%	27
2022 Q2	$14M	Sell	252,160 -7,390	-3%	-$478K	1.45%	31
2022 Q1	$18.8M	Buy	259,550 +4,806	+2%	+$364K	1.6%	30
2021 Q4	$21.5M	Sell	254,744 -2,070	-0.8%	-$193K	1.69%	28
2021 Q3	$22.8M	Sell	256,814 -14,070	-5%	-$1.19M	1.95%	24
2021 Q2	$21.6M	Sell	270,884 -9,004	-3%	-$766K	1.85%	26
2021 Q1	$25.1M	Sell	279,888 -75,318	-21%	-$5.08M	2.23%	17
2020 Q4	$18.1M	Buy	355,206 +57,142	+19%	+$2.93M	1.69%	28
2020 Q3	$13.5M	Sell	298,064 -2,796	-0.9%	-$124K	1.39%	29
2020 Q2	$12.3M	Sell	300,860 -40,564	-12%	-$1.38M	1.4%	30
2020 Q1	$7.26M	Sell	341,424 -52,598	-13%	-$1.67M	0.99%	40
2019 Q4	$14.5M	Sell	394,022 -34,342	-8%	-$1.19M	1.62%	30
2019 Q3	$14.6M	Sell	428,364 -11,870	-3%	-$393K	1.78%	24
2019 Q2	$14.3M	Buy	440,234 +1,582	+0.4%	+$45.4K	1.78%	27
2019 Q1	$12.3M	Buy	438,652 +10,090	+2%	+$278K	1.59%	30
2018 Q4	$10.8M	Buy	428,562 +6,368	+2%	+$182K	1.61%	32
2018 Q3	$13.9M	Sell	422,194 -768	-0.2%	-$24.4K	1.8%	26
2018 Q2	$13M	Sell	422,962 -52,468	-11%	-$1.4M	1.85%	24
2018 Q1	$12.5M	Sell	475,430 -1,334	-0.3%	-$35.3K	1.73%	29
2017 Q4	$12.3M	Buy	476,764 +1,984	+0.4%	+$50.6K	1.68%	33
2017 Q3	$11.8M	Buy	474,780 +96,958	+26%	+$2.25M	1.72%	31
2017 Q2	$9.16M	Buy	377,822 +8,284	+2%	+$211K	1.42%	37
2017 Q1	$9.91M	Buy	369,538 +86,180	+30%	+$2.1M	1.65%	34
2016 Q4	$6.86M	Buy	283,358 +5,664	+2%	+$144K	1.19%	42
2016 Q3	$7.09M	Buy	+277,694	New	+$7.26M	1.28%	41

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

First Long Island Investors's WSM Position: Q1 2026 in Review

First Long Island Investors reduced its Williams-Sonoma (WSM) stake by 1% in Q1 2026, selling an estimated $268K and leaving 130,608 shares worth $23.8M. The position accounts for 1.93% of the portfolio, ranked #21.

First Long Island Investors first reported a position in WSM in Q3 2016 and has held it in 39 quarters since. The position peaked at $28.4M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

First Long Island Investors held 130,608 shares of Williams-Sonoma worth $23.8M as of Q1 2026.
First Long Island Investors sold 1,341 Williams-Sonoma shares in Q1 2026, an estimated $268K.
Williams-Sonoma made up 1.93% of First Long Island Investors's portfolio in Q1 2026, its #21 holding.
First Long Island Investors first reported a position in Williams-Sonoma in Q3 2016 and has held it in 39 quarters since.
First Long Island Investors's Williams-Sonoma position peaked at $28.4M in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on First Long Island Investors's 13F filing for Q1 2026, filed 15 May 2026.