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Mount Yale Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Mount Yale Investment 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 		$705K Buy
+3,867
New +$772K 0.02% 604
2025
Q3 		– Sell
-3,121
Closed -$510K – 1616
2025
Q2 		$510K Buy
3,121
+228
+8% +$35.8K 0.04% 338
2025
Q1 		$457K Sell
2,893
-666
-19% -$129K 0.04% 344
2024
Q4 		$659K Sell
3,559
-55
-2% -$8.73K 0.05% 291
2024
Q3 		$560K Sell
3,614
-40
-1% -$5.74K 0.05% 322
2024
Q2 		$516K Buy
3,654
+40
+1% +$5.96K 0.04% 340
2024
Q1 		$574K Sell
3,614
-228
-6% -$26.5K 0.04% 326
2023
Q4 		$388K Sell
3,842
-524
-12% -$45.4K 0.04% 368
2023
Q3 		$339K Sell
4,366
-8,988
-67% -$619K 0.04% 368
2023
Q2 		$836K Sell
13,354
-490
-4% -$29.2K 0.09% 222
2023
Q1 		$842K Buy
13,844
+650
+5% +$40.6K 0.09% 220
2022
Q4 		$758K Buy
13,194
+214
+2% +$12.8K 0.09% 238
2022
Q3 		$765K Sell
12,980
-192
-1% -$13.6K 0.1% 209
2022
Q2 		$731K Sell
13,172
-618
-4% -$40K 0.09% 219
2022
Q1 		$1M Sell
13,790
-568
-4% -$43K 0.11% 192
2021
Q4 		$1.21M Sell
14,358
-492
-3% -$45.8K 0.13% 178
2021
Q3 		$1.32M Sell
14,850
-822
-5% -$69.5K 0.15% 148
2021
Q2 		$1.25M Sell
15,672
-2,296
-13% -$195K 0.15% 143
2021
Q1 		$1.61M Sell
17,968
-2,684
-13% -$181K 0.21% 101
2020
Q4 		$1.05M Buy
20,652
+98
+0.5% +$5.02K 0.15% 160
2020
Q3 		$929K Sell
20,554
-76
-0.4% -$3.38K 0.13% 158
2020
Q2 		$846K Buy
+20,630
New +$702K 0.15% 147
2018
Q4 		– Sell
-432
Closed -$14K – 792
2018
Q3 		$14K Hold
432
– – ﹤0.01% 829
2018
Q2 		$13K Hold
432
– – ﹤0.01% 857
2018
Q1 		$11K Buy
+432
New +$11.4K ﹤0.01% 839

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 $47.8B 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's WSM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Williams-Sonoma (WSM) in Q1 2026: 3,867 shares worth $705K. The stake represents 0.02% of the portfolio and ranks #604 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WSM as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WSM in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.61M in Q1 2021. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Mount Yale Investment Advisors held 3,867 shares of Williams-Sonoma worth $705K as of Q1 2026.
  • Williams-Sonoma was a new Mount Yale Investment Advisors position in Q1 2026.
  • Williams-Sonoma made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #604 holding.
  • Mount Yale Investment Advisors first reported a position in Williams-Sonoma in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Williams-Sonoma position peaked at $1.61M in Q1 2021.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.