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LeClair Wealth Partners’s Williams-Sonoma WSM Stock Holding History

LeClair Wealth Partners’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 		– Sell
-21,594
Closed -$3.86M – 198
2025
Q4 		$3.86M Hold
21,594
– – 2.24% 12
2025
Q3 		$4.22M Hold
21,594
– – 2.63% 10
2025
Q2 		$3.53M Sell
21,594
-7
-0% -$1.1K 2.39% 10
2025
Q1 		$3.42M Buy
21,601
+7
+0% +$1.35K 2.46% 9
2024
Q4 		$4M Buy
+21,594
New +$3.43M 2.67% 8

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

LeClair Wealth Partners's WSM Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 21,594 shares — an estimated $3.86M sold.

LeClair Wealth Partners first reported a position in WSM in Q4 2024 and held it in 5 quarters. The position peaked at $4.22M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 21,594 Williams-Sonoma shares in Q1 2026, an estimated $3.86M.
  • LeClair Wealth Partners first reported a position in Williams-Sonoma in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Williams-Sonoma position peaked at $4.22M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.