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Florida Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Florida Financial Advisors’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 		$317K Sell
1,740
-794
-31% -$159K 0.08% 233
2025
Q4 		$453K Buy
2,534
+58
+2% +$10.9K 0.12% 160
2025
Q3 		$484K Sell
2,476
-330
-12% -$63.1K 0.15% 151
2025
Q2 		$458K Buy
2,806
+110
+4% +$17.3K 0.15% 148
2025
Q1 		$426K Sell
2,696
-346
-11% -$66.9K 0.17% 125
2024
Q4 		$563K Sell
3,042
-167
-5% -$26.5K 0.25% 79
2024
Q3 		$470K Sell
3,209
-135
-4% -$19.4K 0.24% 79
2024
Q2 		$399K Buy
3,344
+980
+41% +$146K 0.24% 76
2024
Q1 		$375K Buy
+2,364
New +$274K 0.28% 63

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

Florida Financial Advisors's WSM Position: Q1 2026 in Review

Florida Financial Advisors reduced its Williams-Sonoma (WSM) stake by 31% in Q1 2026, selling an estimated $159K and leaving 1,740 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #233.

Florida Financial Advisors first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $563K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Florida Financial Advisors held 1,740 shares of Williams-Sonoma worth $317K as of Q1 2026.
  • Florida Financial Advisors sold 794 Williams-Sonoma shares in Q1 2026, an estimated $159K.
  • Williams-Sonoma made up 0.08% of Florida Financial Advisors's portfolio in Q1 2026, its #233 holding.
  • Florida Financial Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • Florida Financial Advisors's Williams-Sonoma position peaked at $563K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.