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

Moran 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 		$31.5M Sell
172,560
-25,393
-13% -$5.07M 0.96% 11
2025
Q4 		$35.4M Sell
197,953
-14,711
-7% -$2.76M 1.08% 11
2025
Q3 		$41.6M Sell
212,664
-10,370
-5% -$1.98M 1.25% 11
2025
Q2 		$36.4M Sell
223,034
-61,801
-22% -$9.7M 1.12% 13
2025
Q1 		$45M Sell
284,835
-28,118
-9% -$5.43M 1.51% 4
2024
Q4 		$58M Buy
312,953
+4,623
+1% +$734K 1.85% 3
2024
Q3 		$47.8M Sell
308,330
-13,192
-4% -$1.89M 1.47% 6
2024
Q2 		$45.4M Sell
321,522
-16,332
-5% -$2.43M 1.49% 8
2024
Q1 		$53.6M Sell
337,854
-20,572
-6% -$2.39M 1.74% 4
2023
Q4 		$36.2M Sell
358,426
-25,350
-7% -$2.19M 1.29% 7
2023
Q3 		$29.8M Sell
383,776
-1,292
-0.3% -$89K 1.15% 13
2023
Q2 		$24.1M Sell
385,068
-1,184
-0.3% -$70.6K 0.9% 19
2023
Q1 		$23.5M Buy
386,252
+32,732
+9% +$2.04M 0.89% 23
2022
Q4 		$20.3M Buy
+353,520
New +$21.2M 0.77% 30

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

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

Moran Wealth Management reduced its Williams-Sonoma (WSM) stake by 13% in Q1 2026, selling an estimated $5.07M and leaving 172,560 shares worth $31.5M. The position accounts for 0.96% of the portfolio, ranked #11.

Moran Wealth Management first reported a position in WSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $58M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Moran Wealth Management held 172,560 shares of Williams-Sonoma worth $31.5M as of Q1 2026.
  • Moran Wealth Management sold 25,393 Williams-Sonoma shares in Q1 2026, an estimated $5.07M.
  • Williams-Sonoma made up 0.96% of Moran Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Moran Wealth Management first reported a position in Williams-Sonoma in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Williams-Sonoma position peaked at $58M in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.