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Legacy Bridge’s Williams-Sonoma WSM Stock Holding History

Legacy Bridge’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 		$1.87M Buy
10,271
+350
+4% +$69.9K 0.71% 45
2025
Q4 		$1.77M Sell
9,921
-175
-2% -$32.8K 0.72% 42
2025
Q3 		$1.97M Sell
10,096
-100
-1% -$19.1K 0.82% 34
2025
Q2 		$1.67M Sell
10,196
-200
-2% -$31.4K 0.79% 38
2025
Q1 		$1.64M Hold
10,396
– – 0.92% 35
2024
Q4 		$1.93M Hold
10,396
– – 1% 26
2024
Q3 		$1.61M Hold
10,396
– – 0.87% 41
2024
Q2 		$1.47M Sell
10,396
-4,300
-29% -$641K 0.87% 44
2024
Q1 		$2.33M Hold
14,696
– – 1.37% 13
2023
Q4 		$1.48M Hold
14,696
– – 0.96% 32
2023
Q3 		$1.14M Hold
14,696
– – 0.81% 47
2023
Q2 		$920K Hold
14,696
– – 0.61% 70
2023
Q1 		$894K Buy
14,696
+200
+1% +$12.5K 0.62% 70
2022
Q4 		$833K Hold
14,496
– – 0.59% 68
2022
Q3 		$854K Hold
14,496
– – 0.68% 65
2022
Q2 		$804K Sell
14,496
-440
-3% -$28.5K 0.59% 73
2022
Q1 		$1.08M Sell
14,936
-234
-2% -$17.7K 0.63% 68
2021
Q4 		$1.28M Hold
15,170
– – 0.67% 59
2021
Q3 		$1.34M Hold
15,170
– – 0.78% 43
2021
Q2 		$1.21M Sell
15,170
-3,624
-19% -$308K 0.68% 61
2021
Q1 		$1.68M Sell
18,794
-720
-4% -$48.6K 1.09% 17
2020
Q4 		$994K Buy
19,514
+3,490
+22% +$179K 0.72% 55
2020
Q3 		$725K Hold
16,024
– – 0.66% 59
2020
Q2 		$657K Sell
16,024
-7,666
-32% -$261K 0.72% 50
2020
Q1 		$504K Sell
23,690
-4,860
-17% -$154K 0.63% 57
2019
Q4 		$1.05M Buy
28,550
+2,450
+9% +$85.1K 0.87% 29
2019
Q3 		$887K Buy
+26,100
New +$864K 0.85% 32

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

Legacy Bridge's WSM Position: Q1 2026 in Review

Legacy Bridge increased its Williams-Sonoma (WSM) stake by 3.5% in Q1 2026, buying an estimated $69.9K and bringing the position to 10,271 shares worth $1.87M. The position accounts for 0.71% of the portfolio, ranked #45.

Legacy Bridge first reported a position in WSM in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Legacy Bridge held 10,271 shares of Williams-Sonoma worth $1.87M as of Q1 2026.
  • Legacy Bridge bought 350 Williams-Sonoma shares in Q1 2026, an estimated $69.9K.
  • Williams-Sonoma made up 0.71% of Legacy Bridge's portfolio in Q1 2026, its #45 holding.
  • Legacy Bridge first reported a position in Williams-Sonoma in Q3 2019 and has held it in 27 quarters since.
  • Legacy Bridge's Williams-Sonoma position peaked at $2.33M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.