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Impact Investors’s Williams-Sonoma WSM Stock Holding History

Impact Investors’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 		$1.12M Sell
6,145
-2,420
-28% -$483K 0.78% 28
2025
Q4 		$1.53M Sell
8,565
-221
-3% -$41.4K 1.06% 25
2025
Q3 		$1.72M Sell
8,786
-106
-1% -$20.3K 1.13% 25
2025
Q2 		$1.45M Buy
8,892
+101
+1% +$15.9K 1.03% 26
2025
Q1 		$1.39M Sell
8,791
-131
-1% -$25.3K 1.08% 20
2024
Q4 		$1.65M Buy
+8,922
New +$1.42M 1.28% 18

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

Impact Investors's WSM Position: Q1 2026 in Review

Impact Investors reduced its Williams-Sonoma (WSM) stake by 28% in Q1 2026, selling an estimated $483K and leaving 6,145 shares worth $1.12M. The position accounts for 0.78% of the portfolio, ranked #28.

Impact Investors first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Impact Investors held 6,145 shares of Williams-Sonoma worth $1.12M as of Q1 2026.
  • Impact Investors sold 2,420 Williams-Sonoma shares in Q1 2026, an estimated $483K.
  • Williams-Sonoma made up 0.78% of Impact Investors's portfolio in Q1 2026, its #28 holding.
  • Impact Investors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Impact Investors's Williams-Sonoma position peaked at $1.72M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.