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Ironwood Investment Management’s Williams-Sonoma WSM Stock Holding History

Ironwood Investment 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 		$1.99M Buy
10,926
+49
+0.5% +$9.78K 0.83% 37
2025
Q4 		$1.94M Sell
10,877
-19
-0.2% -$3.56K 0.82% 35
2025
Q3 		$2.13M Sell
10,896
-95
-0.9% -$18.2K 0.93% 28
2025
Q2 		$1.8M Sell
10,991
-426
-4% -$66.9K 0.87% 35
2025
Q1 		$1.81M Buy
11,417
+513
+5% +$99.1K 0.98% 27
2024
Q4 		$2.02M Sell
10,904
-53
-0.5% -$8.41K 1.01% 25
2024
Q3 		$1.7M Sell
10,957
-347
-3% -$49.8K 0.83% 34
2024
Q2 		$1.6M Buy
11,304
+50
+0.4% +$7.45K 0.85% 33
2024
Q1 		$1.79M Sell
11,254
-210
-2% -$24.4K 0.87% 36
2023
Q4 		$1.16M Sell
11,464
-92
-0.8% -$7.96K 0.61% 50
2023
Q3 		$898K Sell
11,556
-406
-3% -$28K 0.55% 56
2023
Q2 		$748K Sell
11,962
-246
-2% -$14.7K 0.43% 70
2023
Q1 		$743K Buy
12,208
+410
+3% +$25.6K 0.46% 70
2022
Q4 		$678K Sell
11,798
-924
-7% -$55.5K 0.45% 73
2022
Q3 		$750K Buy
12,722
+38
+0.3% +$2.7K 0.52% 67
2022
Q2 		$704K Buy
12,684
+4
+0% +$259 0.47% 77
2022
Q1 		$919K Buy
12,680
+134
+1% +$10.1K 0.5% 72
2021
Q4 		$1.06M Buy
12,546
+332
+3% +$30.9K 0.52% 62
2021
Q3 		$1.08M Buy
12,214
+16
+0.1% +$1.35K 0.56% 58
2021
Q2 		$974K Sell
12,198
-286
-2% -$24.3K 0.49% 71
2021
Q1 		$1.12M Buy
12,484
+108
+0.9% +$7.29K 0.59% 61
2020
Q4 		$630K Sell
12,376
-354
-3% -$18.1K 0.37% 92
2020
Q3 		$576K Sell
12,730
-26
-0.2% -$1.16K 0.41% 88
2020
Q2 		$523K Sell
12,756
-80
-0.6% -$2.72K 0.41% 94
2020
Q1 		$273K Sell
12,836
-3,338
-21% -$106K 0.27% 122
2019
Q4 		$594K Sell
16,174
-994
-6% -$34.5K 0.41% 90
2019
Q3 		$584K Sell
17,168
-58
-0.3% -$1.92K 0.44% 84
2019
Q2 		$560K Sell
17,226
-6
-0% -$172 0.44% 88
2019
Q1 		$485K Sell
17,232
-348
-2% -$9.6K 0.39% 99
2018
Q4 		$443K Sell
17,580
-244
-1% -$6.98K 0.41% 92
2018
Q3 		$586K Sell
17,824
-2,556
-13% -$81K 0.41% 94
2018
Q2 		$625K Sell
20,380
-482
-2% -$12.9K 0.44% 89
2018
Q1 		$550K Sell
20,862
-616
-3% -$16.3K 0.4% 99
2017
Q4 		$555K Buy
21,478
+2,150
+11% +$54.8K 0.4% 95
2017
Q3 		$482K Sell
19,328
-194
-1% -$4.51K 0.34% 107
2017
Q2 		$473K Buy
19,522
+7,576
+63% +$193K 0.34% 103
2017
Q1 		$320K Buy
+11,946
New +$291K 0.24% 136

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

Ironwood Investment Management's WSM Position: Q1 2026 in Review

Ironwood Investment Management increased its Williams-Sonoma (WSM) stake by 0.45% in Q1 2026, buying an estimated $9.78K and bringing the position to 10,926 shares worth $1.99M. The position accounts for 0.83% of the portfolio, ranked #37.

Ironwood Investment Management first reported a position in WSM in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.13M in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Ironwood Investment Management held 10,926 shares of Williams-Sonoma worth $1.99M as of Q1 2026.
  • Ironwood Investment Management bought 49 Williams-Sonoma shares in Q1 2026, an estimated $9.78K.
  • Williams-Sonoma made up 0.83% of Ironwood Investment Management's portfolio in Q1 2026, its #37 holding.
  • Ironwood Investment Management first reported a position in Williams-Sonoma in Q1 2017 and has held it in 37 quarters since.
  • Ironwood Investment Management's Williams-Sonoma position peaked at $2.13M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.