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

Frazier 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 		$17K Buy
+93
New +$18.6K 0.01% 341
2024
Q4 		– Sell
-60
Closed -$9.3K – 888
2024
Q3 		$9.3K Sell
60
-126
-68% -$18.1K 0.01% 393
2024
Q2 		$26.3K Buy
186
+54
+41% +$8.05K 0.02% 242
2024
Q1 		$21K Buy
132
+62
+89% +$7.2K 0.02% 257
2023
Q4 		$7.06K Buy
+70
New +$6.06K 0.01% 431

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

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

Frazier Financial Advisors opened a new position in Williams-Sonoma (WSM) in Q1 2026: 93 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Frazier Financial Advisors previously reported a position in WSM as recently as Q3 2024.

Frazier Financial Advisors first reported a position in WSM in Q4 2023 and has held it in 5 quarters since. The position peaked at $26.3K in Q2 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Frazier Financial Advisors held 93 shares of Williams-Sonoma worth $17K as of Q1 2026.
  • Williams-Sonoma was a new Frazier Financial Advisors position in Q1 2026.
  • Williams-Sonoma made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #341 holding.
  • Frazier Financial Advisors first reported a position in Williams-Sonoma in Q4 2023 and has held it in 5 quarters since.
  • Frazier Financial Advisors's Williams-Sonoma position peaked at $26.3K in Q2 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.