Keel Point’s Williams-Sonoma WSM Stock Holding History

Keel Point’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	$355K	Buy	+1,946	New	+$389K	0.02%	320

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keel Point's WSM Position: Q1 2026 in Review

Keel Point opened a new position in Williams-Sonoma (WSM) in Q1 2026: 1,946 shares worth $355K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings.

924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Keel Point held 1,946 shares of Williams-Sonoma worth $355K as of Q1 2026.
Williams-Sonoma was a new Keel Point position in Q1 2026.
Williams-Sonoma made up 0.02% of Keel Point's portfolio in Q1 2026, its #320 holding.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.