MA
WSM icon

MCF Advisors’s Williams-Sonoma WSM Stock Holding History

MCF 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
2026
Q1 		$901K Buy
4,944
+4,860
+5,786% +$970K 0.04% 187
2025
Q4 		$15K Hold
84
– – ﹤0.01% 746
2025
Q3 		$16.4K Hold
84
– – ﹤0.01% 615
2025
Q2 		$13.7K Hold
84
– – ﹤0.01% 602
2025
Q1 		$13.3K Hold
84
– – ﹤0.01% 609
2024
Q4 		$15.6K Hold
84
– – ﹤0.01% 595
2024
Q3 		$13K Sell
84
-8
-9% -$1.15K ﹤0.01% 612
2024
Q2 		$13K Hold
92
– – ﹤0.01% 605
2024
Q1 		$14.6K Sell
92
-158
-63% -$18.3K ﹤0.01% 577
2023
Q4 		$25.2K Buy
+250
New +$21.6K ﹤0.01% 472
2020
Q3 		– Sell
-232
Closed -$10K – 513
2020
Q2 		$10K Hold
232
– – ﹤0.01% 372
2020
Q1 		$5K Buy
+232
New +$7.37K ﹤0.01% 406

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

MCF Advisors's WSM Position: Q1 2026 in Review

MCF Advisors increased its Williams-Sonoma (WSM) stake by 5,786% in Q1 2026, buying an estimated $970K and bringing the position to 4,944 shares worth $901K. The position accounts for 0.04% of the portfolio, ranked #187.

MCF Advisors first reported a position in WSM in Q1 2020 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • MCF Advisors held 4,944 shares of Williams-Sonoma worth $901K as of Q1 2026.
  • MCF Advisors bought 4,860 Williams-Sonoma shares in Q1 2026, an estimated $970K.
  • Williams-Sonoma made up 0.04% of MCF Advisors's portfolio in Q1 2026, its #187 holding.
  • MCF Advisors first reported a position in Williams-Sonoma in Q1 2020 and has held it in 12 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.