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Moseley Investment Management’s Williams-Sonoma WSM Stock Holding History

Moseley Investment 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 		$239K Sell
1,312
-35
-3% -$6.99K 0.08% 139
2025
Q4 		$241K Hold
1,347
– – 0.07% 143
2025
Q3 		$263K Sell
1,347
-31
-2% -$5.92K 0.08% 142
2025
Q2 		$225K Buy
1,378
+15
+1% +$2.35K 0.08% 150
2025
Q1 		$215K Buy
1,363
+27
+2% +$5.22K 0.08% 144
2024
Q4 		$247K Buy
1,336
+31
+2% +$4.92K 0.1% 134
2024
Q3 		$202K Buy
+1,305
New +$187K 0.08% 149
2024
Q2 		– Sell
-1,404
Closed -$223K – 154
2024
Q1 		$223K Buy
+1,404
New +$163K 0.11% 132

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

Moseley Investment Management's WSM Position: Q1 2026 in Review

Moseley Investment Management reduced its Williams-Sonoma (WSM) stake by 2.6% in Q1 2026, selling an estimated $6.99K and leaving 1,312 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #139.

Moseley Investment Management first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $263K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Moseley Investment Management held 1,312 shares of Williams-Sonoma worth $239K as of Q1 2026.
  • Moseley Investment Management sold 35 Williams-Sonoma shares in Q1 2026, an estimated $6.99K.
  • Williams-Sonoma made up 0.08% of Moseley Investment Management's portfolio in Q1 2026, its #139 holding.
  • Moseley Investment Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
  • Moseley Investment Management's Williams-Sonoma position peaked at $263K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.