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Mirabella Financial Services’s Williams-Sonoma WSM Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,157
Closed -$207K – 1201
2025
Q4 		$207K Buy
+1,157
New +$217K 0.02% 606
2024
Q2 		– Sell
-4,474
Closed -$710K – 723
2024
Q1 		$710K Buy
+4,474
New +$519K 0.05% 239

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirabella Financial Services's WSM Position: Q1 2026 in Review

Mirabella Financial Services sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,157 shares — an estimated $207K sold.

Mirabella Financial Services first reported a position in WSM in Q1 2024 and held it in 2 quarters. The position peaked at $710K in Q1 2024. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Mirabella Financial Services reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,157 Williams-Sonoma shares in Q1 2026, an estimated $207K.
  • Mirabella Financial Services first reported a position in Williams-Sonoma in Q1 2024 and held it in 2 quarters.
  • Mirabella Financial Services's Williams-Sonoma position peaked at $710K in Q1 2024.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.