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Medallion Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Medallion Wealth 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 		$20.1K Hold
110
– – 0.01% 654
2025
Q4 		$19.6K Hold
110
– – 0.01% 647
2025
Q3 		$21.5K Hold
110
– – 0.01% 621
2025
Q2 		$18.6K Hold
110
– – 0.01% 631
2025
Q1 		$17.5K Hold
110
– – 0.01% 596
2024
Q4 		$20.4K Buy
+110
New +$17.5K 0.01% 558

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

Medallion Wealth Advisors's WSM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Williams-Sonoma (WSM) position steady in Q1 2026 at 110 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #654.

Medallion Wealth Advisors first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Medallion Wealth Advisors held 110 shares of Williams-Sonoma worth $20.1K as of Q1 2026.
  • Medallion Wealth Advisors left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #654 holding.
  • Medallion Wealth Advisors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Williams-Sonoma position peaked at $21.5K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.