Janney Montgomery Scott
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Janney Montgomery Scott’s Williams-Sonoma WSM Stock Holding History

Janney Montgomery Scott’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 		$547K Sell
3,001
-5,273
-64% -$1.05M ﹤0.01% 1988
2025
Q4 		$1.48M Sell
8,274
-4,157
-33% -$779K ﹤0.01% 1503
2025
Q3 		$2.43M Buy
12,431
+709
+6% +$136K 0.01% 1218
2025
Q2 		$1.92M Sell
11,722
-7,335
-38% -$1.15M 0.01% 1240
2025
Q1 		$3.01M Buy
19,057
+10,378
+120% +$2.01M 0.01% 987
2024
Q4 		$1.61M Buy
8,679
+2,567
+42% +$407K ﹤0.01% 1273
2024
Q3 		$947K Sell
6,112
-3,086
-34% -$443K ﹤0.01% 1533
2024
Q2 		$1.3M Sell
9,198
-1,442
-14% -$215K ﹤0.01% 1310
2024
Q1 		$1.69M Sell
10,640
-2,400
-18% -$279K 0.01% 1235
2023
Q4 		$1.32M Sell
13,040
-192
-1% -$16.6K ﹤0.01% 1306
2023
Q3 		$1.03M Sell
13,232
-1,808
-12% -$125K ﹤0.01% 1329
2023
Q2 		$941K Sell
15,040
-9,812
-39% -$585K ﹤0.01% 1452
2023
Q1 		$1.51M Sell
24,852
-11,408
-31% -$712K 0.01% 1106
2022
Q4 		$2.08M Sell
36,260
-9,692
-21% -$582K 0.01% 1010
2022
Q3 		$2.71M Buy
45,952
+6,696
+17% +$475K 0.01% 844
2022
Q2 		$2.32M Sell
39,256
-5,600
-12% -$362K 0.01% 868
2022
Q1 		$3.25M Buy
44,856
+5,776
+15% +$437K 0.01% 731
2021
Q4 		$3.31M Sell
39,080
-27,130
-41% -$2.53M 0.01% 770
2021
Q3 		$5.87M Buy
66,210
+12,498
+23% +$1.06M 0.03% 547
2021
Q2 		$4.29M Buy
53,712
+1,574
+3% +$134K 0.02% 642
2021
Q1 		$4.67M Sell
52,138
-9,756
-16% -$659K 0.02% 575
2020
Q4 		$3.15M Sell
61,894
-262
-0.4% -$13.4K 0.02% 694
2020
Q3 		$2.81M Buy
62,156
+20,510
+49% +$911K 0.02% 669
2020
Q2 		$1.71M Buy
41,646
+16,726
+67% +$569K 0.01% 825
2020
Q1 		$530K Buy
24,920
+2,016
+9% +$64.1K ﹤0.01% 1197
2019
Q4 		$841K Sell
22,904
-446
-2% -$15.5K 0.01% 1171
2019
Q3 		$794K Sell
23,350
-17,410
-43% -$576K 0.01% 1138
2019
Q2 		$1.32M Buy
40,760
+23,546
+137% +$675K 0.01% 911
2019
Q1 		$484K Sell
17,214
-586
-3% -$16.2K ﹤0.01% 1415
2018
Q4 		$449K Sell
17,800
-11,106
-38% -$318K ﹤0.01% 1359
2018
Q3 		$950K Buy
28,906
+17,896
+163% +$567K 0.01% 1071
2018
Q2 		$338K Buy
+11,010
New +$295K ﹤0.01% 1585
2017
Q1 		– Sell
-26,324
Closed -$637K – 1811
2016
Q4 		$637K Buy
26,324
+2,372
+10% +$60.5K 0.01% 981
2016
Q3 		$612K Sell
23,952
-20,412
-46% -$534K 0.01% 862
2016
Q2 		$1.16M Buy
+44,364
New +$1.22M 0.02% 380
2016
Q1 		– Sell
-25,614
Closed -$748K – 1423
2015
Q4 		$748K Buy
25,614
+374
+1% +$12.8K 0.02% 647
2015
Q3 		$964K Buy
25,240
+13,120
+108% +$534K 0.03% 550
2015
Q2 		$499K Buy
+12,120
New +$474K 0.01% 1176

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

Janney Montgomery Scott's WSM Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Williams-Sonoma (WSM) stake by 64% in Q1 2026, selling an estimated $1.05M and leaving 3,001 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Janney Montgomery Scott first reported a position in WSM in Q2 2015 and has held it in 38 quarters since. The position peaked at $5.87M in Q3 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Janney Montgomery Scott held 3,001 shares of Williams-Sonoma worth $547K as of Q1 2026.
  • Janney Montgomery Scott sold 5,273 Williams-Sonoma shares in Q1 2026, an estimated $1.05M.
  • Williams-Sonoma made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1988 holding.
  • Janney Montgomery Scott first reported a position in Williams-Sonoma in Q2 2015 and has held it in 38 quarters since.
  • Janney Montgomery Scott's Williams-Sonoma position peaked at $5.87M in Q3 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.