Lido Advisors
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Lido Advisors’s Williams-Sonoma WSM Stock Holding History

Lido Advisors’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
2024
Q2 		– Sell
-800
Closed -$127K – 1487
2024
Q1 		$127K Hold
800
– – ﹤0.01% 1310
2023
Q4 		$80.7K Buy
+800
New +$69.3K ﹤0.01% 1295

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

Lido Advisors's WSM Position: Q1 2026 in Review

Lido Advisors increased its Williams-Sonoma (WSM) stake by 14% in Q1 2026, buying an estimated $202K and bringing the position to 8,055 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Lido Advisors first reported a position in WSM in Q2 2020 and has held it in 18 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Lido Advisors held 8,055 shares of Williams-Sonoma worth $1.47M as of Q1 2026.
  • Lido Advisors bought 1,013 Williams-Sonoma shares in Q1 2026, an estimated $202K.
  • Williams-Sonoma made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #801 holding.
  • Lido Advisors first reported a position in Williams-Sonoma in Q2 2020 and has held it in 18 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.