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Mutual Advisors’s Williams-Sonoma WSM Stock Holding History

Mutual 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 		$233K Sell
1,278
-103
-7% -$20.6K 0.01% 1222
2025
Q4 		$247K Buy
1,381
+56
+4% +$10.5K 0.01% 1174
2025
Q3 		$249K Buy
1,325
+36
+3% +$6.88K 0.01% 1132
2025
Q2 		$234K Buy
+1,289
New +$202K 0.01% 1075
2025
Q1 		– Sell
-1,297
Closed -$258K – 1169
2024
Q4 		$258K Buy
+1,297
New +$206K 0.01% 938
2023
Q3 		– Sell
-3,208
Closed -$201K – 1060
2023
Q2 		$201K Buy
+3,208
New +$191K 0.01% 949

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

Mutual Advisors's WSM Position: Q1 2026 in Review

Mutual Advisors reduced its Williams-Sonoma (WSM) stake by 7.5% in Q1 2026, selling an estimated $20.6K and leaving 1,278 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1222.

Mutual Advisors first reported a position in WSM in Q2 2023 and has held it in 6 quarters since. The position peaked at $258K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Mutual Advisors held 1,278 shares of Williams-Sonoma worth $233K as of Q1 2026.
  • Mutual Advisors sold 103 Williams-Sonoma shares in Q1 2026, an estimated $20.6K.
  • Williams-Sonoma made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1222 holding.
  • Mutual Advisors first reported a position in Williams-Sonoma in Q2 2023 and has held it in 6 quarters since.
  • Mutual Advisors's Williams-Sonoma position peaked at $258K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.