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High Note Wealth’s Williams-Sonoma WSM Stock Holding History

High Note Wealth’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 		$341K Hold
1,871
– – 0.07% 91
2025
Q4 		$334K Hold
1,871
– – 0.07% 90
2025
Q3 		$366K Sell
1,871
-1
-0.1% -$191 0.07% 89
2025
Q2 		$306K Hold
1,872
– – 0.07% 94
2025
Q1 		$296K Hold
1,872
– – 0.07% 84
2024
Q4 		$347K Hold
1,872
– – 0.09% 81
2024
Q3 		$290K Buy
1,872
+2
+0.1% +$287 0.08% 85
2024
Q2 		$264K Hold
1,870
– – 0.08% 86
2024
Q1 		$297K Buy
+1,870
New +$217K 0.1% 81

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

High Note Wealth's WSM Position: Q1 2026 in Review

High Note Wealth held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,871 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #91.

High Note Wealth first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $366K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • High Note Wealth held 1,871 shares of Williams-Sonoma worth $341K as of Q1 2026.
  • High Note Wealth left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.07% of High Note Wealth's portfolio in Q1 2026, its #91 holding.
  • High Note Wealth first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • High Note Wealth's Williams-Sonoma position peaked at $366K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.