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Michels Family Financial’s Williams-Sonoma WSM Stock Holding History

Michels Family Financial’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 		$754K Sell
4,137
-38
-0.9% -$7.59K 0.54% 57
2025
Q4 		$746K Buy
4,175
+16
+0.4% +$3K 0.55% 56
2025
Q3 		$813K Sell
4,159
-235
-5% -$44.9K 0.63% 46
2025
Q2 		$718K Sell
4,394
-31
-0.7% -$4.87K 0.61% 50
2025
Q1 		$700K Sell
4,425
-130
-3% -$25.1K 0.63% 48
2024
Q4 		$844K Buy
+4,555
New +$723K 0.77% 37

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

Michels Family Financial's WSM Position: Q1 2026 in Review

Michels Family Financial reduced its Williams-Sonoma (WSM) stake by 0.91% in Q1 2026, selling an estimated $7.59K and leaving 4,137 shares worth $754K. The position accounts for 0.54% of the portfolio, ranked #57.

Michels Family Financial first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $844K in Q4 2024. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Michels Family Financial held 4,137 shares of Williams-Sonoma worth $754K as of Q1 2026.
  • Michels Family Financial sold 38 Williams-Sonoma shares in Q1 2026, an estimated $7.59K.
  • Williams-Sonoma made up 0.54% of Michels Family Financial's portfolio in Q1 2026, its #57 holding.
  • Michels Family Financial first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Williams-Sonoma position peaked at $844K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.