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Golden State Equity Partners’s Williams-Sonoma WSM Stock Holding History

Golden State Equity 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 		$120K Buy
+660
New +$132K 0.01% 709
2024
Q4 		– Sell
-298
Closed -$46.2K – 885
2024
Q3 		$46.2K Buy
+298
New +$42.7K 0.02% 393

Other funds holding WSM

BlackRock
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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

Golden State Equity Partners's WSM Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Williams-Sonoma (WSM) in Q1 2026: 660 shares worth $120K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in WSM as recently as Q3 2024.

Golden State Equity Partners first reported a position in WSM in Q3 2024 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Golden State Equity Partners held 660 shares of Williams-Sonoma worth $120K as of Q1 2026.
  • Williams-Sonoma was a new Golden State Equity Partners position in Q1 2026.
  • Williams-Sonoma made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #709 holding.
  • Golden State Equity Partners first reported a position in Williams-Sonoma in Q3 2024 and has held it in 2 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.