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MAI Capital Management’s Williams-Sonoma WSM Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 2849
2025
Q4 		– Hold
0
– – – 2573
2025
Q3 		– Hold
0
– – – 2414
2025
Q2 		– Hold
0
– – – 2458

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

MAI Capital Management's WSM Position: Q1 2026 in Review

MAI Capital Management increased its Williams-Sonoma (WSM) stake by 0.41% in Q1 2026, buying an estimated $7.79K and bringing the position to 9,538 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #611.

MAI Capital Management first reported a position in WSM in Q4 2013 and has held it in 33 quarters since. The position peaked at $2.24M in Q1 2021. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • MAI Capital Management held 9,538 shares of Williams-Sonoma worth $1.74M as of Q1 2026.
  • MAI Capital Management bought 39 Williams-Sonoma shares in Q1 2026, an estimated $7.79K.
  • Williams-Sonoma made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #611 holding.
  • MAI Capital Management first reported a position in Williams-Sonoma in Q4 2013 and has held it in 33 quarters since.
  • MAI Capital Management's Williams-Sonoma position peaked at $2.24M in Q1 2021.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.