NewEdge Wealth’s Williams-Sonoma WSM Stock Holding History

NewEdge Wealth’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	–	Sell	-1,408	Closed	-$251K	–	1289
2025 Q4	$251K	Buy	+1,408	New	+$264K	﹤0.01%	1086

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's WSM Position: Q1 2026 in Review

NewEdge Wealth sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,408 shares — an estimated $251K sold.

NewEdge Wealth first reported a position in WSM in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

NewEdge Wealth reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 1,408 Williams-Sonoma shares in Q1 2026, an estimated $251K.
NewEdge Wealth first reported a position in Williams-Sonoma in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Williams-Sonoma position peaked at $251K in Q4 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.