KWM
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Kingsview Wealth Management’s Williams-Sonoma WSM Stock Holding History

Kingsview Wealth Management’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 		$367K Sell
2,014
-491
-20% -$98K 0.01% 998
2025
Q4 		$447K Sell
2,505
-392
-14% -$73.4K 0.01% 880
2025
Q3 		$566K Sell
2,897
-244
-8% -$46.6K 0.01% 766
2025
Q2 		$513K Sell
3,141
-1,225
-28% -$192K 0.01% 763
2025
Q1 		$690K Sell
4,366
-201
-4% -$38.8K 0.01% 630
2024
Q4 		$846K Sell
4,567
-555
-11% -$88.1K 0.02% 590
2024
Q3 		$794K Sell
5,122
-12,544
-71% -$1.8M 0.02% 590
2024
Q2 		$2.49M Buy
17,666
+10,940
+163% +$1.63M 0.06% 294
2024
Q1 		$1.07M Sell
6,726
-70,578
-91% -$8.19M 0.03% 481
2023
Q4 		$7.8M Buy
77,304
+11,722
+18% +$1.01M 0.23% 104
2023
Q3 		$5.1M Buy
65,582
+12,456
+23% +$858K 0.18% 126
2023
Q2 		$3.32M Buy
53,126
+4,624
+10% +$276K 0.13% 171
2023
Q1 		$2.95M Buy
+48,502
New +$3.03M 0.12% 181
2021
Q4 		– Sell
-16,750
Closed -$1.49M – 1048
2021
Q3 		$1.49M Buy
16,750
+4,930
+42% +$417K 0.07% 281
2021
Q2 		$947K Buy
+11,820
New +$1.01M 0.05% 392

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

Kingsview Wealth Management's WSM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Williams-Sonoma (WSM) stake by 20% in Q1 2026, selling an estimated $98K and leaving 2,014 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #998.

Kingsview Wealth Management first reported a position in WSM in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.8M in Q4 2023. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Kingsview Wealth Management held 2,014 shares of Williams-Sonoma worth $367K as of Q1 2026.
  • Kingsview Wealth Management sold 491 Williams-Sonoma shares in Q1 2026, an estimated $98K.
  • Williams-Sonoma made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #998 holding.
  • Kingsview Wealth Management first reported a position in Williams-Sonoma in Q2 2021 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Williams-Sonoma position peaked at $7.8M in Q4 2023.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.