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Johnson Financial Group Inc (Wisconsin)’s Williams-Sonoma WSM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$118K Sell
648
-200
-24% -$39.9K ﹤0.01% 379
2025
Q4 		$151K Sell
848
-4
-0.5% -$749 0.01% 364
2025
Q3 		$167K Buy
852
+4
+0.5% +$764 0.01% 380
2025
Q2 		$139K Buy
848
+339
+67% +$53.2K 0.01% 345
2025
Q1 		$80.5K Buy
509
+329
+183% +$63.6K ﹤0.01% 528
2024
Q4 		$38.1K Hold
180
– – ﹤0.01% 532
2024
Q3 		$27.9K Hold
180
– – ﹤0.01% 573
2024
Q2 		$25.4K Buy
+180
New +$26.8K ﹤0.01% 499
2024
Q1 		– Sell
-180
Closed -$18.2K – 999
2023
Q4 		$18.2K Buy
+180
New +$15.6K ﹤0.01% 568
2022
Q3 		– Sell
-18
Closed -$1K – 794
2022
Q2 		$1K Buy
+18
New +$1.16K ﹤0.01% 677
2017
Q2 		– Sell
-1,200
Closed -$32K – 648
2017
Q1 		$32K Hold
1,200
– – ﹤0.01% 455
2016
Q4 		$29K Sell
1,200
-560
-32% -$14.3K ﹤0.01% 465
2016
Q3 		$45K Buy
1,760
+550
+45% +$14.4K 0.01% 417
2016
Q2 		$32K Buy
+1,210
New +$33.2K ﹤0.01% 500
2016
Q1 		– Sell
-34,028
Closed -$994K – 778
2015
Q4 		$994K Sell
34,028
-224
-0.7% -$7.67K 0.21% 109
2015
Q3 		$1.31M Sell
34,252
-1,334
-4% -$54.3K 0.29% 83
2015
Q2 		$1.46M Sell
35,586
-756
-2% -$29.6K 0.3% 81
2015
Q1 		$1.45M Sell
36,342
-1,686
-4% -$66.9K 0.31% 77
2014
Q4 		$1.44M Sell
38,028
-1,180
-3% -$40.9K 0.33% 77
2014
Q3 		$1.31M Buy
39,208
+244
+0.6% +$8.45K 0.34% 72
2014
Q2 		$1.4M Buy
38,964
+310
+0.8% +$10.2K 0.37% 66
2014
Q1 		$1.29M Buy
38,654
+4,574
+13% +$133K 0.38% 69
2013
Q4 		$993K Buy
+34,080
New +$953K 0.29% 86

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

Johnson Financial Group Inc (Wisconsin)'s WSM Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Williams-Sonoma (WSM) stake by 24% in Q1 2026, selling an estimated $39.9K and leaving 648 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Johnson Financial Group Inc (Wisconsin) first reported a position in WSM in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2015. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 648 shares of Williams-Sonoma worth $118K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 200 Williams-Sonoma shares in Q1 2026, an estimated $39.9K.
  • Williams-Sonoma made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #379 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Williams-Sonoma in Q4 2013 and has held it in 23 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Williams-Sonoma position peaked at $1.46M in Q2 2015.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.