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Harvest Fund Management’s Williams-Sonoma WSM Stock Holding History

Harvest Fund 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 		– Sell
-11,481
Closed -$2.11M – 650
2025
Q4 		$2.11M Hold
11,481
– – 0.08% 148
2025
Q3 		$2.11M Buy
11,481
+328
+3% +$62.7K 0.09% 138
2025
Q2 		$2.04M Buy
11,153
+4
+0% +$628 0.1% 142
2025
Q1 		$2.04M Buy
11,149
+780
+8% +$151K 0.1% 142
2024
Q4 		$1.92M Buy
+10,369
New +$1.65M 0.09% 147
2024
Q3 		– Sell
-2,204
Closed -$312K – 739
2024
Q2 		$312K Buy
2,204
+714
+48% +$106K 0.02% 290
2024
Q1 		$237K Buy
1,490
+964
+183% +$112K 0.02% 302
2023
Q4 		$53K Buy
+526
New +$45.5K 0.01% 410
2022
Q4 		– Sell
-286
Closed -$17K – 874
2022
Q3 		$17K Hold
286
– – ﹤0.01% 573
2022
Q2 		$16K Sell
286
-628
-69% -$40.6K ﹤0.01% 565
2022
Q1 		$66K Sell
914
-1,544
-63% -$117K 0.01% 390
2021
Q4 		$208K Buy
2,458
+382
+18% +$35.6K 0.04% 242
2021
Q3 		$184K Buy
2,076
+334
+19% +$28.3K 0.04% 171
2021
Q2 		$140K Hold
1,742
– – 0.01% 204
2021
Q1 		$156K Buy
1,742
+446
+34% +$30.1K 0.02% 179
2020
Q4 		$65K Buy
+1,296
New +$66.4K 0.01% 325
2020
Q1 		– Sell
-542
Closed -$20K – 481
2019
Q4 		$20K Buy
+542
New +$18.8K ﹤0.01% 373
2018
Q4 		– Sell
-7,854
Closed -$258K – 467
2018
Q3 		$258K Buy
+7,854
New +$249K 0.04% 120

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

Harvest Fund Management's WSM Position: Q1 2026 in Review

Harvest Fund Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 11,481 shares — an estimated $2.11M sold.

Harvest Fund Management first reported a position in WSM in Q3 2018 and held it in 18 quarters. The position peaked at $2.11M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Harvest Fund Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 11,481 Williams-Sonoma shares in Q1 2026, an estimated $2.11M.
  • Harvest Fund Management first reported a position in Williams-Sonoma in Q3 2018 and held it in 18 quarters.
  • Harvest Fund Management's Williams-Sonoma position peaked at $2.11M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.