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Legacy Wealth Management (Idaho)’s Williams-Sonoma WSM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$12.8K Hold
70
– – 0.01% 444
2025
Q4 		$12.5K Buy
70
+62
+775% +$11.6K 0.01% 392
2025
Q3 		$1.56K Hold
8
– – ﹤0.01% 573
2025
Q2 		$1.31K Sell
8
-5
-38% -$785 ﹤0.01% 564
2025
Q1 		$2.06K Hold
13
– – ﹤0.01% 533
2024
Q4 		$2.69K Buy
13
+5
+63% +$793 ﹤0.01% 465
2024
Q3 		$1.04K Buy
+8
New +$1.15K ﹤0.01% 543

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 Wealth Management (Idaho)'s WSM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Williams-Sonoma (WSM) position steady in Q1 2026 at 70 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #444.

Legacy Wealth Management (Idaho) first reported a position in WSM in Q3 2024 and has held it in 7 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 70 shares of Williams-Sonoma worth $12.8K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #444 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Williams-Sonoma in Q3 2024 and has held it in 7 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.