First Western Trust Bank’s Williams-Sonoma WSM Stock Holding History

First Western Trust Bank’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	$263K	Hold	1,444	–	–	0.01%	179
2025 Q4	$258K	Hold	1,444	–	–	0.01%	173
2025 Q3	$282K	Hold	1,444	–	–	0.01%	162
2025 Q2	$236K	Hold	1,444	–	–	0.01%	180
2025 Q1	$228K	Sell	1,444 -323	-18%	-$62.4K	0.01%	171
2024 Q4	$327K	Buy	1,767 +27	+2%	+$4.28K	0.02%	154
2024 Q3	$270K	Buy	1,740 +296	+20%	+$42.5K	0.01%	169
2024 Q2	$204K	Hold	1,444	–	–	0.01%	193
2024 Q1	$229K	Buy	+1,444	New	+$168K	0.01%	187

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 Western Trust Bank's WSM Position: Q1 2026 in Review

First Western Trust Bank held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,444 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #179.

First Western Trust Bank first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $327K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

First Western Trust Bank held 1,444 shares of Williams-Sonoma worth $263K as of Q1 2026.
First Western Trust Bank left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up 0.01% of First Western Trust Bank's portfolio in Q1 2026, its #179 holding.
First Western Trust Bank first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
First Western Trust Bank's Williams-Sonoma position peaked at $327K in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.