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Foster & Motley’s Williams-Sonoma WSM Stock Holding History

Foster & Motley’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 		$1.37M Sell
7,503
-378
-5% -$75.5K 0.07% 200
2025
Q4 		$1.41M Sell
7,881
-2,853
-27% -$535K 0.08% 197
2025
Q3 		$2.1M Sell
10,734
-724
-6% -$138K 0.11% 160
2025
Q2 		$1.87M Sell
11,458
-590
-5% -$92.6K 0.11% 173
2025
Q1 		$1.91M Sell
12,048
-559
-4% -$108K 0.12% 161
2024
Q4 		$2.33M Sell
12,607
-228
-2% -$36.2K 0.15% 135
2024
Q3 		$1.99M Sell
12,835
-2,123
-14% -$305K 0.13% 153
2024
Q2 		$2.11M Sell
14,958
-1,028
-6% -$153K 0.15% 146
2024
Q1 		$2.54M Sell
15,986
-950
-6% -$110K 0.17% 137
2023
Q4 		$1.71M Sell
16,936
-160
-0.9% -$13.9K 0.13% 158
2023
Q3 		$1.33M Sell
17,096
-1,020
-6% -$70.3K 0.11% 171
2023
Q2 		$1.13M Sell
18,116
-1,592
-8% -$94.9K 0.09% 204
2023
Q1 		$1.2M Sell
19,708
-5,132
-21% -$320K 0.1% 199
2022
Q4 		$1.43M Sell
24,840
-1,836
-7% -$110K 0.12% 179
2022
Q3 		$1.57M Buy
26,676
+2,104
+9% +$149K 0.15% 161
2022
Q2 		$1.36M Buy
24,572
+6,120
+33% +$396K 0.12% 166
2022
Q1 		$1.34M Buy
18,452
+4,788
+35% +$362K 0.1% 167
2021
Q4 		$1.16M Buy
+13,664
New +$1.27M 0.09% 177

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 & Motley's WSM Position: Q1 2026 in Review

Foster & Motley reduced its Williams-Sonoma (WSM) stake by 4.8% in Q1 2026, selling an estimated $75.5K and leaving 7,503 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #200.

Foster & Motley first reported a position in WSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Foster & Motley held 7,503 shares of Williams-Sonoma worth $1.37M as of Q1 2026.
  • Foster & Motley sold 378 Williams-Sonoma shares in Q1 2026, an estimated $75.5K.
  • Williams-Sonoma made up 0.07% of Foster & Motley's portfolio in Q1 2026, its #200 holding.
  • Foster & Motley first reported a position in Williams-Sonoma in Q4 2021 and has held it in 18 quarters since.
  • Foster & Motley's Williams-Sonoma position peaked at $2.54M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.