MA
WSM icon

MONECO Advisors’s Williams-Sonoma WSM Stock Holding History

MONECO 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 		– Sell
-1,161
Closed -$207K – 548
2025
Q4 		$207K Sell
1,161
-21
-2% -$3.94K 0.02% 488
2025
Q3 		$231K Buy
+1,182
New +$226K 0.02% 450
2025
Q1 		– Sell
-1,206
Closed -$223K – 499
2024
Q4 		$223K Buy
+1,206
New +$191K 0.02% 431
2024
Q2 		– Sell
-1,530
Closed -$243K – 448
2024
Q1 		$243K Buy
+1,530
New +$178K 0.04% 356

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

MONECO Advisors's WSM Position: Q1 2026 in Review

MONECO Advisors sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,161 shares — an estimated $207K sold.

MONECO Advisors first reported a position in WSM in Q1 2024 and held it in 4 quarters. The position peaked at $243K in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • MONECO Advisors reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • MONECO Advisors sold 1,161 Williams-Sonoma shares in Q1 2026, an estimated $207K.
  • MONECO Advisors first reported a position in Williams-Sonoma in Q1 2024 and held it in 4 quarters.
  • MONECO Advisors's Williams-Sonoma position peaked at $243K in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.