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Journey Strategic Wealth’s Williams-Sonoma WSM Stock Holding History

Journey Strategic Wealth’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 		$221K Buy
1,214
+68
+6% +$13.6K 0.01% 719
2025
Q4 		$205K Buy
1,146
+8
+0.7% +$1.5K 0.01% 708
2025
Q3 		$223K Sell
1,138
-96
-8% -$18.3K 0.01% 611
2025
Q2 		$202K Buy
+1,234
New +$194K 0.01% 621
2025
Q1 		– Sell
-1,285
Closed -$238K – 547
2024
Q4 		$238K Buy
+1,285
New +$204K 0.01% 410

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

Journey Strategic Wealth's WSM Position: Q1 2026 in Review

Journey Strategic Wealth increased its Williams-Sonoma (WSM) stake by 5.9% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,214 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #719.

Journey Strategic Wealth first reported a position in WSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $238K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Journey Strategic Wealth held 1,214 shares of Williams-Sonoma worth $221K as of Q1 2026.
  • Journey Strategic Wealth bought 68 Williams-Sonoma shares in Q1 2026, an estimated $13.6K.
  • Williams-Sonoma made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #719 holding.
  • Journey Strategic Wealth first reported a position in Williams-Sonoma in Q4 2024 and has held it in 5 quarters since.
  • Journey Strategic Wealth's Williams-Sonoma position peaked at $238K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.