Key Financial Inc’s Williams-Sonoma WSM Stock Holding History

Key Financial Inc’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	$11.3K	Hold	62	–	–	﹤0.01%	859
2025 Q4	$11.1K	Hold	62	–	–	﹤0.01%	860
2025 Q3	$12.1K	Hold	62	–	–	﹤0.01%	833
2025 Q2	$10.1K	Hold	62	–	–	﹤0.01%	857
2025 Q1	$9.8K	Hold	62	–	–	﹤0.01%	818
2024 Q4	$11.5K	Hold	62	–	–	﹤0.01%	786
2024 Q3	$9.61K	Hold	62	–	–	﹤0.01%	813
2024 Q2	$8.75K	Hold	62	–	–	﹤0.01%	816
2024 Q1	$9.84K	Hold	62	–	–	﹤0.01%	766
2023 Q4	$6.25K	Hold	62	–	–	﹤0.01%	855
2023 Q3	$4.82K	Hold	62	–	–	﹤0.01%	919
2023 Q2	$3.88K	Buy	+62	New	+$3.69K	﹤0.01%	1026

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

Key Financial Inc's WSM Position: Q1 2026 in Review

Key Financial Inc held its Williams-Sonoma (WSM) position steady in Q1 2026 at 62 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Key Financial Inc first reported a position in WSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.1K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Key Financial Inc held 62 shares of Williams-Sonoma worth $11.3K as of Q1 2026.
Key Financial Inc left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #859 holding.
Key Financial Inc first reported a position in Williams-Sonoma in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's Williams-Sonoma position peaked at $12.1K in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.