FIM
WSM icon

FWL Investment Management’s Williams-Sonoma WSM Stock Holding History

FWL Investment 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
-79
Closed -$14.1K – 417
2025
Q4 		$14.1K Buy
+79
New +$14.8K ﹤0.01% 243

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

FWL Investment Management's WSM Position: Q1 2026 in Review

FWL Investment Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 79 shares — an estimated $14.1K sold.

FWL Investment Management first reported a position in WSM in Q4 2025 and held it in 1 quarter. The position peaked at $14.1K in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • FWL Investment Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 79 Williams-Sonoma shares in Q1 2026, an estimated $14.1K.
  • FWL Investment Management first reported a position in Williams-Sonoma in Q4 2025 and held it in 1 quarter.
  • FWL Investment Management's Williams-Sonoma position peaked at $14.1K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.