Modern Wealth Management’s Williams-Sonoma WSM Stock Holding History

Modern Wealth Management’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	$1.44M	Sell	7,970 -306	-4%	-$61.1K	0.02%	351
2025 Q4	$1.48M	Sell	8,276 -34	-0.4%	-$6.37K	0.03%	346
2025 Q3	$1.62M	Buy	8,310 +1,016	+14%	+$194K	0.03%	318
2025 Q2	$1.19M	Sell	7,294 -989	-12%	-$155K	0.03%	335
2025 Q1	$1.31M	Buy	8,283 +3,206	+63%	+$620K	0.04%	268
2024 Q4	$940K	Sell	5,077 -59	-1%	-$9.36K	0.04%	262
2024 Q3	$796K	Buy	5,136 +136	+3%	+$19.5K	0.05%	191
2024 Q2	$706K	Sell	5,000 -292	-6%	-$43.5K	0.05%	170
2024 Q1	$840K	Buy	+5,292	New	+$614K	0.08%	130

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Modern Wealth Management's WSM Position: Q1 2026 in Review

Modern Wealth Management reduced its Williams-Sonoma (WSM) stake by 3.7% in Q1 2026, selling an estimated $61.1K and leaving 7,970 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #351.

Modern Wealth Management first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Modern Wealth Management held 7,970 shares of Williams-Sonoma worth $1.44M as of Q1 2026.
Modern Wealth Management sold 306 Williams-Sonoma shares in Q1 2026, an estimated $61.1K.
Williams-Sonoma made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #351 holding.
Modern Wealth Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Williams-Sonoma position peaked at $1.62M in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.