Mercer Global Advisors
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Mercer Global Advisors’s Williams-Sonoma WSM Stock Holding History

Mercer Global 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 		$4.13M Buy
22,640
+1,349
+6% +$269K 0.01% 842
2025
Q4 		$3.8M Buy
21,291
+4,715
+28% +$883K 0.01% 819
2025
Q3 		$3.24M Buy
16,576
+829
+5% +$158K 0.01% 830
2025
Q2 		$2.57M Sell
15,747
-808
-5% -$127K 0.01% 784
2025
Q1 		$2.62M Buy
16,555
+1,473
+10% +$285K 0.01% 748
2024
Q4 		$2.79M Sell
15,082
-7,671
-34% -$1.22M 0.01% 722
2024
Q3 		$3.44M Buy
22,753
+115
+0.5% +$16.5K 0.01% 601
2024
Q2 		$3.2M Sell
22,638
-728
-3% -$109K 0.01% 567
2024
Q1 		$3.71M Buy
23,366
+9,054
+63% +$1.05M 0.01% 545
2023
Q4 		$1.44M Sell
14,312
-4,074
-22% -$353K ﹤0.01% 838
2023
Q3 		$1.43M Sell
18,386
-3,810
-17% -$262K 0.01% 807
2023
Q2 		$1.39M Sell
22,196
-3,508
-14% -$209K 0.01% 836
2023
Q1 		$1.55M Buy
25,704
+1,986
+8% +$124K 0.01% 754
2022
Q4 		$1.36M Sell
23,718
-3,126
-12% -$188K 0.01% 798
2022
Q3 		$1.58M Buy
26,844
+11,614
+76% +$824K 0.01% 692
2022
Q2 		$845K Sell
15,230
-2,216
-13% -$143K 0.01% 916
2022
Q1 		$1.26M Sell
17,446
-10
-0.1% -$757 0.01% 805
2021
Q4 		$1.48M Sell
17,456
-950
-5% -$88.5K 0.01% 726
2021
Q3 		$1.63M Buy
18,406
+1,252
+7% +$106K 0.01% 683
2021
Q2 		$1.37M Sell
17,154
-268
-2% -$22.8K 0.01% 711
2021
Q1 		$1.56M Buy
+17,422
New +$1.18M 0.01% 622
2020
Q1 		– Sell
-7,696
Closed -$283K – 1267
2019
Q4 		$283K Sell
7,696
-522
-6% -$18.1K 0.01% 938
2019
Q3 		$279K Buy
+8,218
New +$272K 0.01% 916

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

Mercer Global Advisors's WSM Position: Q1 2026 in Review

Mercer Global Advisors increased its Williams-Sonoma (WSM) stake by 6.3% in Q1 2026, buying an estimated $269K and bringing the position to 22,640 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #842.

Mercer Global Advisors first reported a position in WSM in Q3 2019 and has held it in 23 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Mercer Global Advisors held 22,640 shares of Williams-Sonoma worth $4.13M as of Q1 2026.
  • Mercer Global Advisors bought 1,349 Williams-Sonoma shares in Q1 2026, an estimated $269K.
  • Williams-Sonoma made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #842 holding.
  • Mercer Global Advisors first reported a position in Williams-Sonoma in Q3 2019 and has held it in 23 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.