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Grove Bank & Trust’s Williams-Sonoma WSM Stock Holding History

Grove Bank & Trust’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
-44
Closed -$7.86K – 893
2025
Q4 		$7.86K Hold
44
– – ﹤0.01% 672
2025
Q3 		$8.6K Hold
44
– – ﹤0.01% 632
2025
Q2 		$7.19K Buy
+44
New +$6.91K ﹤0.01% 651
2023
Q2 		– Sell
-20
Closed -$1.22K – 735
2023
Q1 		$1.22K Hold
20
– – ﹤0.01% 685
2022
Q4 		$1K Buy
+20
New +$1.2K ﹤0.01% 630

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Grove Bank & Trust's WSM Position: Q1 2026 in Review

Grove Bank & Trust sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 44 shares — an estimated $7.86K sold.

Grove Bank & Trust first reported a position in WSM in Q4 2022 and held it in 5 quarters. The position peaked at $8.6K in Q3 2025. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Grove Bank & Trust reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Grove Bank & Trust sold 44 Williams-Sonoma shares in Q1 2026, an estimated $7.86K.
  • Grove Bank & Trust first reported a position in Williams-Sonoma in Q4 2022 and held it in 5 quarters.
  • Grove Bank & Trust's Williams-Sonoma position peaked at $8.6K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Grove Bank & Trust's 13F filing for Q1 2026, filed 8 Apr 2026.