Linscomb Wealth’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15M Sell
82,430
-24,655
-23% -$4.92M 0.67% 25
2025
Q4
$19.1M Sell
107,085
-1,368
-1% -$256K 0.8% 20
2025
Q3
$21.2M Sell
108,453
-2,094
-2% -$400K 0.91% 16
2025
Q2
$18.1M Sell
110,547
-235
-0.2% -$36.9K 0.83% 16
2025
Q1
$17.5M Sell
110,782
-8,177
-7% -$1.58M 0.87% 16
2024
Q4
$22M Sell
118,959
-2,586
-2% -$410K 1.1% 15
2024
Q3
$18.8M Sell
121,545
-3,703
-3% -$531K 0.93% 15
2024
Q2
$17.7M Sell
125,248
-6,496
-5% -$968K 0.92% 16
2024
Q1
$20.9M Sell
131,744
-6,468
-5% -$751K 1.08% 15
2023
Q4
$13.9M Sell
138,212
-6,636
-5% -$574K 0.77% 16
2023
Q3
$11.3M Sell
144,848
-7,606
-5% -$524K 0.66% 21
2023
Q2
$9.54M Sell
152,454
-9,184
-6% -$547K 0.51% 45
2023
Q1
$9.83M Sell
161,638
-52
-0% -$3.25K 0.52% 44
2022
Q4
$9.29M Buy
161,690
+2,462
+2% +$148K 0.47% 53
2022
Q3
$9.38M Buy
159,228
+834
+0.5% +$59.2K 0.57% 42
2022
Q2
$8.79M Buy
158,394
+1,694
+1% +$110K 0.5% 52
2022
Q1
$11.4M Buy
156,700
+2,906
+2% +$220K 0.54% 40
2021
Q4
$13M Sell
153,794
-2,738
-2% -$255K 0.62% 34
2021
Q3
$13.9M Sell
156,532
-3,916
-2% -$331K 0.72% 17
2021
Q2
$12.8M Sell
160,448
-1,086
-0.7% -$92.4K 0.66% 27
2021
Q1
$14.5M Sell
161,534
-1,244
-0.8% -$84K 0.79% 16
2020
Q4
$8.29M Sell
162,778
-9,398
-5% -$481K 0.5% 46
2020
Q3
$7.79M Sell
172,176
-2,434
-1% -$108K 0.54% 46
2020
Q2
$7.16M Buy
174,610
+27,486
+19% +$935K 0.52% 46
2020
Q1
$3.13M Buy
147,124
+6,758
+5% +$215K 0.28% 73
2019
Q4
$5.15M Buy
140,366
+886
+0.6% +$30.8K 0.34% 54
2019
Q3
$4.74M Buy
139,480
+5,922
+4% +$196K 0.38% 54
2019
Q2
$4.34M Buy
133,558
+2,868
+2% +$82.3K 0.36% 54
2019
Q1
$3.68M Buy
130,690
+2,130
+2% +$58.8K 0.31% 61
2018
Q4
$3.24M Sell
128,560
-1,720
-1% -$49.2K 0.31% 58
2018
Q3
$4.28M Buy
130,280
+3,368
+3% +$107K 0.35% 52
2018
Q2
$3.9M Buy
126,912
+6,786
+6% +$182K 0.33% 52
2018
Q1
$3.17M Buy
120,126
+9,586
+9% +$253K 0.27% 68
2017
Q4
$2.86M Buy
110,540
+13,134
+13% +$335K 0.23% 73
2017
Q3
$2.43M Buy
97,406
+4,430
+5% +$103K 0.21% 74
2017
Q2
$2.25M Buy
92,976
+9,034
+11% +$231K 0.2% 79
2017
Q1
$2.25M Buy
+83,942
New +$2.05M 0.2% 77

Other funds holding WSM

Linscomb Wealth's WSM Position: Q1 2026 in Review

Linscomb Wealth reduced its Williams-Sonoma (WSM) stake by 23% in Q1 2026, selling an estimated $4.92M and leaving 82,430 shares worth $15M. The position accounts for 0.67% of the portfolio, ranked #25.

Linscomb Wealth first reported a position in WSM in Q1 2017 and has held it in 37 quarters since. The position peaked at $22M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Linscomb Wealth held 82,430 shares of Williams-Sonoma worth $15M as of Q1 2026.
  • Linscomb Wealth sold 24,655 Williams-Sonoma shares in Q1 2026, an estimated $4.92M.
  • Williams-Sonoma made up 0.67% of Linscomb Wealth's portfolio in Q1 2026, its #25 holding.
  • Linscomb Wealth first reported a position in Williams-Sonoma in Q1 2017 and has held it in 37 quarters since.
  • Linscomb Wealth's Williams-Sonoma position peaked at $22M in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.