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Foster Dykema Cabot & Partners’s Williams-Sonoma WSM Stock Holding History

Foster Dykema Cabot & Partners’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 		$22.2K Hold
122
– – ﹤0.01% 227
2025
Q4 		$21.8K Hold
122
– – ﹤0.01% 238
2025
Q3 		$23.8K Hold
122
– – ﹤0.01% 284
2025
Q2 		$19.9K Hold
122
– – ﹤0.01% 255
2025
Q1 		$19.3K Hold
122
– – ﹤0.01% 252
2024
Q4 		$22.6K Hold
122
– – ﹤0.01% 253
2024
Q3 		$18.9K Hold
122
– – ﹤0.01% 320
2024
Q2 		$17.2K Hold
122
– – ﹤0.01% 233
2024
Q1 		$19.4K Hold
122
– – ﹤0.01% 234
2023
Q4 		$12.3K Buy
+122
New +$10.6K ﹤0.01% 210

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

Foster Dykema Cabot & Partners's WSM Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Williams-Sonoma (WSM) position steady in Q1 2026 at 122 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Foster Dykema Cabot & Partners first reported a position in WSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.8K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Foster Dykema Cabot & Partners held 122 shares of Williams-Sonoma worth $22.2K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #227 holding.
  • Foster Dykema Cabot & Partners first reported a position in Williams-Sonoma in Q4 2023 and has held it in 10 quarters since.
  • Foster Dykema Cabot & Partners's Williams-Sonoma position peaked at $23.8K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.