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MV Capital Management’s Williams-Sonoma WSM Stock Holding History

MV Capital 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 		$3.83K Hold
21
– – ﹤0.01% 661
2025
Q4 		$3.75K Buy
21
+1
+5% +$187 ﹤0.01% 643
2025
Q3 		$3.91K Hold
20
– – ﹤0.01% 632
2025
Q2 		$3.27K Buy
20
+17
+567% +$2.67K ﹤0.01% 647
2025
Q1 		$475 Sell
3
-10
-77% -$1.93K ﹤0.01% 826
2024
Q4 		$2.41K Buy
13
+5
+63% +$793 ﹤0.01% 675
2024
Q3 		$1.24K Buy
8
+2
+33% +$287 ﹤0.01% 729
2024
Q2 		$848 Buy
+6
New +$894 ﹤0.01% 704

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

MV Capital Management's WSM Position: Q1 2026 in Review

MV Capital Management held its Williams-Sonoma (WSM) position steady in Q1 2026 at 21 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

MV Capital Management first reported a position in WSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.91K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • MV Capital Management held 21 shares of Williams-Sonoma worth $3.83K as of Q1 2026.
  • MV Capital Management left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #661 holding.
  • MV Capital Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 8 quarters since.
  • MV Capital Management's Williams-Sonoma position peaked at $3.91K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.