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

Goodman 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 		$64.9K Sell
356
-792
-69% -$158K 0.02% 108
2025
Q4 		$205K Hold
1,148
– – 0.05% 70
2025
Q3 		$224K Sell
1,148
-304
-21% -$58.1K 0.06% 66
2025
Q2 		$237K Sell
1,452
-880
-38% -$138K 0.08% 53
2025
Q1 		$369K Buy
+2,332
New +$451K 0.11% 68
2024
Q4 		– Sell
-2,332
Closed -$361K – 187
2024
Q3 		$361K Sell
2,332
-1,872
-45% -$269K 0.1% 69
2024
Q2 		$594K Sell
4,204
-11,388
-73% -$1.7M 0.18% 59
2024
Q1 		$2.48M Sell
15,592
-1,780
-10% -$207K 0.79% 31
2023
Q4 		$1.75M Sell
17,372
-8,988
-34% -$778K 0.6% 35
2023
Q3 		$2.05M Sell
26,360
-7,202
-21% -$496K 0.77% 32
2023
Q2 		$2.1M Buy
+33,562
New +$2M 0.78% 33

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

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

Goodman Advisory Group reduced its Williams-Sonoma (WSM) stake by 69% in Q1 2026, selling an estimated $158K and leaving 356 shares worth $64.9K. The position accounts for 0.02% of the portfolio, ranked #108.

Goodman Advisory Group first reported a position in WSM in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Goodman Advisory Group held 356 shares of Williams-Sonoma worth $64.9K as of Q1 2026.
  • Goodman Advisory Group sold 792 Williams-Sonoma shares in Q1 2026, an estimated $158K.
  • Williams-Sonoma made up 0.02% of Goodman Advisory Group's portfolio in Q1 2026, its #108 holding.
  • Goodman Advisory Group first reported a position in Williams-Sonoma in Q2 2023 and has held it in 11 quarters since.
  • Goodman Advisory Group's Williams-Sonoma position peaked at $2.48M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.