IMA Advisory Services’s Williams-Sonoma WSM Stock Holding History

IMA Advisory Services’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	$2.73K	Sell	15 -1	-6%	-$200	﹤0.01%	568
2025 Q4	$2.86K	Buy	+16	New	+$3K	﹤0.01%	574
2015 Q4	–	Sell	-6,080	Closed	-$212K	–	132
2015 Q3	$212K	Hold	6,080	–	–	0.13%	112
2015 Q2	$250K	Sell	6,080 -520	-8%	-$20.3K	0.12%	136
2015 Q1	$263K	Hold	6,600	–	–	0.13%	131
2014 Q4	$250K	Sell	6,600 -380	-5%	-$13.2K	0.13%	136
2014 Q3	$232K	Buy	6,980 +160	+2%	+$5.54K	0.11%	147
2014 Q2	$245K	Buy	+6,820	New	+$224K	0.11%	152

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMA Advisory Services's WSM Position: Q1 2026 in Review

IMA Advisory Services reduced its Williams-Sonoma (WSM) stake by 6.3% in Q1 2026, selling an estimated $200 and leaving 15 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

IMA Advisory Services first reported a position in WSM in Q2 2014 and has held it in 8 quarters since. The position peaked at $263K in Q1 2015. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

IMA Advisory Services held 15 shares of Williams-Sonoma worth $2.73K as of Q1 2026.
IMA Advisory Services sold 1 Williams-Sonoma share in Q1 2026, an estimated $200.
Williams-Sonoma made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #568 holding.
IMA Advisory Services first reported a position in Williams-Sonoma in Q2 2014 and has held it in 8 quarters since.
IMA Advisory Services's Williams-Sonoma position peaked at $263K in Q1 2015.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.