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Knollwood Investment Advisory’s Williams-Sonoma WSM Stock Holding History

Knollwood Investment Advisory’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 		$1.31M Hold
7,188
– – 0.13% 140
2025
Q4 		$1.28M Sell
7,188
-1,183
-14% -$222K 0.12% 147
2025
Q3 		$1.64M Sell
8,371
-63
-0.7% -$12K 0.15% 143
2025
Q2 		$1.38M Hold
8,434
– – 0.13% 156
2025
Q1 		$1.33M Hold
8,434
– – 0.15% 155
2024
Q4 		$1.56M Hold
8,434
– – 0.16% 144
2024
Q3 		$1.31M Hold
8,434
– – 0.14% 165
2024
Q2 		$1.19M Buy
+8,434
New +$1.26M 0.13% 167

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Knollwood Investment Advisory's WSM Position: Q1 2026 in Review

Knollwood Investment Advisory held its Williams-Sonoma (WSM) position steady in Q1 2026 at 7,188 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #140.

Knollwood Investment Advisory first reported a position in WSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q3 2025. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Knollwood Investment Advisory held 7,188 shares of Williams-Sonoma worth $1.31M as of Q1 2026.
  • Knollwood Investment Advisory left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.13% of Knollwood Investment Advisory's portfolio in Q1 2026, its #140 holding.
  • Knollwood Investment Advisory first reported a position in Williams-Sonoma in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Williams-Sonoma position peaked at $1.64M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.