FFM
WSM icon

Forum Financial Management’s Williams-Sonoma WSM Stock Holding History

Forum Financial 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
-1,950
Closed -$348K – 995
2025
Q4 		$348K Buy
1,950
+238
+14% +$44.6K ﹤0.01% 669
2025
Q3 		$335K Sell
1,712
-144
-8% -$27.5K ﹤0.01% 674
2025
Q2 		$303K Buy
1,856
+234
+14% +$36.7K ﹤0.01% 665
2025
Q1 		$256K Sell
1,622
-670
-29% -$129K ﹤0.01% 680
2024
Q4 		$424K Buy
2,292
+13
+0.6% +$2.06K 0.01% 444
2024
Q3 		$353K Sell
2,279
-213
-9% -$30.6K 0.01% 450
2024
Q2 		$352K Buy
2,492
+12
+0.5% +$1.79K 0.01% 418
2024
Q1 		$394K Buy
2,480
+2
+0.1% +$232 0.01% 405
2023
Q4 		$250K Buy
+2,478
New +$215K ﹤0.01% 540
2022
Q1 		– Sell
-2,478
Closed -$210K – 681
2021
Q4 		$210K Buy
+2,478
New +$231K 0.01% 601

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 $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's WSM Position: Q1 2026 in Review

Forum Financial Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,950 shares — an estimated $348K sold.

Forum Financial Management first reported a position in WSM in Q4 2021 and held it in 10 quarters. The position peaked at $424K in Q4 2024. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Forum Financial Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,950 Williams-Sonoma shares in Q1 2026, an estimated $348K.
  • Forum Financial Management first reported a position in Williams-Sonoma in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Williams-Sonoma position peaked at $424K in Q4 2024.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.