GeoWealth Management’s Williams-Sonoma WSM Stock Holding History

GeoWealth 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	$399K	Buy	2,186 +41	+2%	+$8.19K	0.01%	520
2025 Q4	$383K	Sell	2,145 -30	-1%	-$5.62K	0.01%	503
2025 Q3	$425K	Buy	2,175 +114	+6%	+$21.8K	0.02%	478
2025 Q2	$337K	Sell	2,061 -657	-24%	-$103K	0.01%	522
2025 Q1	$430K	Buy	2,718 +93	+4%	+$18K	0.02%	458
2024 Q4	$486K	Buy	2,625 +1,213	+86%	+$192K	0.02%	475
2024 Q3	$219K	Buy	+1,412	New	+$203K	0.01%	692
2024 Q2	–	Sell	-1,494	Closed	-$237K	–	951
2024 Q1	$237K	Buy	+1,494	New	+$173K	0.01%	629

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

GeoWealth Management's WSM Position: Q1 2026 in Review

GeoWealth Management increased its Williams-Sonoma (WSM) stake by 1.9% in Q1 2026, buying an estimated $8.19K and bringing the position to 2,186 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #520.

GeoWealth Management first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $486K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

GeoWealth Management held 2,186 shares of Williams-Sonoma worth $399K as of Q1 2026.
GeoWealth Management bought 41 Williams-Sonoma shares in Q1 2026, an estimated $8.19K.
Williams-Sonoma made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #520 holding.
GeoWealth Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
GeoWealth Management's Williams-Sonoma position peaked at $486K in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.