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Maridea Wealth Management’s Williams-Sonoma WSM Stock Holding History

Maridea Wealth 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 		$264K Buy
+1,447
New +$289K 0.04% 375
2025
Q4 		– Sell
-1,252
Closed -$238K – 470
2025
Q3 		$238K Sell
1,252
-1,471
-54% -$281K 0.04% 369
2025
Q2 		$445K Buy
+2,723
New +$428K 0.12% 177

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

Maridea Wealth Management's WSM Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Williams-Sonoma (WSM) in Q1 2026: 1,447 shares worth $264K. The stake represents 0.04% of the portfolio and ranks #375 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in WSM as recently as Q3 2025.

Maridea Wealth Management first reported a position in WSM in Q2 2025 and has held it in 3 quarters since. The position peaked at $445K in Q2 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Maridea Wealth Management held 1,447 shares of Williams-Sonoma worth $264K as of Q1 2026.
  • Williams-Sonoma was a new Maridea Wealth Management position in Q1 2026.
  • Williams-Sonoma made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #375 holding.
  • Maridea Wealth Management first reported a position in Williams-Sonoma in Q2 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Williams-Sonoma position peaked at $445K in Q2 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.