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Kilter Group’s Williams-Sonoma WSM Stock Holding History

Kilter Group’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 		$1.82K Sell
10
-1
-9% -$200 ﹤0.01% 986
2025
Q4 		$1.97K Sell
11
-3
-21% -$562 ﹤0.01% 798
2025
Q3 		$2.74K Buy
14
+5
+56% +$956 ﹤0.01% 584
2025
Q2 		$1.47K Buy
+9
New +$1.41K ﹤0.01% 715

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

Kilter Group's WSM Position: Q1 2026 in Review

Kilter Group reduced its Williams-Sonoma (WSM) stake by 9.1% in Q1 2026, selling an estimated $200 and leaving 10 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Kilter Group first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.74K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Kilter Group held 10 shares of Williams-Sonoma worth $1.82K as of Q1 2026.
  • Kilter Group sold 1 Williams-Sonoma share in Q1 2026, an estimated $200.
  • Williams-Sonoma made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #986 holding.
  • Kilter Group first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • Kilter Group's Williams-Sonoma position peaked at $2.74K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.