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GM Advisory Group’s Williams-Sonoma WSM Stock Holding History

GM Advisory Group’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 		$456K Hold
2,500
– – 0.02% 244
2025
Q4 		$446K Hold
2,500
– – 0.02% 231
2025
Q3 		$489K Hold
2,500
– – 0.02% 195
2025
Q2 		$408K Buy
+2,500
New +$393K 0.02% 213

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

GM Advisory Group's WSM Position: Q1 2026 in Review

GM Advisory Group held its Williams-Sonoma (WSM) position steady in Q1 2026 at 2,500 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #244.

GM Advisory Group first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $489K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • GM Advisory Group held 2,500 shares of Williams-Sonoma worth $456K as of Q1 2026.
  • GM Advisory Group left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #244 holding.
  • GM Advisory Group first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • GM Advisory Group's Williams-Sonoma position peaked at $489K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.