FourThought Financial Partners’s Williams-Sonoma WSM Stock Holding History

FourThought Financial 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	$242K	Sell	1,326 -493	-27%	-$98.4K	0.02%	316
2025 Q4	$325K	Sell	1,819 -229	-11%	-$42.9K	0.03%	304
2025 Q3	$400K	Buy	2,048 +488	+31%	+$93.3K	0.04%	220
2025 Q2	$255K	Sell	1,560 -6	-0.4%	-$942	0.03%	258
2025 Q1	$248K	Sell	1,566 -18	-1%	-$3.48K	0.03%	266
2024 Q4	$293K	Buy	+1,584	New	+$251K	0.03%	243
2024 Q2	–	Sell	-1,272	Closed	-$202K	–	325
2024 Q1	$202K	Sell	1,272 -4,914	-79%	-$570K	0.02%	311
2023 Q4	$624K	Sell	6,186 -318	-5%	-$27.5K	0.08%	170
2023 Q3	$505K	Buy	6,504 +626	+11%	+$43.1K	0.07%	183
2023 Q2	$368K	Buy	+5,878	New	+$350K	0.05%	222

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

FourThought Financial Partners's WSM Position: Q1 2026 in Review

FourThought Financial Partners reduced its Williams-Sonoma (WSM) stake by 27% in Q1 2026, selling an estimated $98.4K and leaving 1,326 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #316.

FourThought Financial Partners first reported a position in WSM in Q2 2023 and has held it in 10 quarters since. The position peaked at $624K in Q4 2023. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

FourThought Financial Partners held 1,326 shares of Williams-Sonoma worth $242K as of Q1 2026.
FourThought Financial Partners sold 493 Williams-Sonoma shares in Q1 2026, an estimated $98.4K.
Williams-Sonoma made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #316 holding.
FourThought Financial Partners first reported a position in Williams-Sonoma in Q2 2023 and has held it in 10 quarters since.
FourThought Financial Partners's Williams-Sonoma position peaked at $624K in Q4 2023.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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