Nisa Investment Advisors
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Nisa Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Nisa 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 		$22.3M Buy
122,127
+223
+0.2% +$44.5K 0.08% 152
2025
Q4 		$21.8M Buy
121,904
+1,209
+1% +$227K 0.07% 158
2025
Q3 		$23.6M Buy
120,695
+25,883
+27% +$4.95M 0.09% 145
2025
Q2 		$15.5M Sell
94,812
-20,691
-18% -$3.25M 0.07% 202
2025
Q1 		$18.3M Sell
115,503
-557
-0.5% -$108K 0.09% 183
2024
Q4 		$21.5M Sell
116,060
-8,822
-7% -$1.4M 0.08% 178
2024
Q3 		$19.3M Sell
124,882
-1,980
-2% -$284K 0.11% 175
2024
Q2 		$17.9M Sell
126,862
-12,226
-9% -$1.82M 0.11% 181
2024
Q1 		$22.1M Sell
139,088
-9,126
-6% -$1.06M 0.14% 157
2023
Q4 		$15M Buy
148,214
+15,286
+11% +$1.32M 0.11% 199
2023
Q3 		$10.3M Sell
132,928
-7,730
-5% -$532K 0.08% 255
2023
Q2 		$8.8M Sell
140,658
-666
-0.5% -$39.7K 0.06% 289
2023
Q1 		$8.6M Buy
141,324
+3,602
+3% +$225K 0.07% 286
2022
Q4 		$7.91M Buy
137,722
+3,530
+3% +$212K 0.06% 315
2022
Q3 		$7.92M Sell
134,192
-3,628
-3% -$257K 0.07% 283
2022
Q2 		$7.65M Buy
137,820
+15,830
+13% +$1.02M 0.07% 281
2022
Q1 		$8.84M Sell
121,990
-460
-0.4% -$34.8K 0.06% 290
2021
Q4 		$9.83M Sell
122,450
-11,740
-9% -$1.09M 0.07% 264
2021
Q3 		$11.9K Hold
134,190
– – 0.07% 246
2021
Q2 		$10.7K Sell
134,190
-3,300
-2% -$281K 0.07% 262
2021
Q1 		$12.3K Sell
137,490
-12,000
-8% -$810K 0.08% 242
2020
Q4 		$7.61M Sell
149,490
-90
-0.1% -$4.61K 0.05% 325
2020
Q3 		$6.76M Sell
149,580
-16,200
-10% -$720K 0.05% 305
2020
Q2 		$6.8M Sell
165,780
-1,500
-0.9% -$51K 0.06% 277
2020
Q1 		$3.56M Sell
167,280
-23,500
-12% -$747K 0.04% 374
2019
Q4 		$7M Buy
190,780
+27,900
+17% +$969K 0.06% 301
2019
Q3 		$5.54M Buy
162,880
+1,000
+0.6% +$33.1K 0.05% 356
2019
Q2 		$5.26M Sell
161,880
-16,700
-9% -$479K 0.05% 352
2019
Q1 		$5.02M Buy
178,580
+6,500
+4% +$179K 0.05% 356
2018
Q4 		$4.34M Sell
172,080
-9,800
-5% -$280K 0.05% 356
2018
Q3 		$5.98M Hold
181,880
– – 0.05% 327
2018
Q2 		$5.58M Sell
181,880
-6,000
-3% -$161K 0.06% 315
2018
Q1 		$4.94M Buy
187,880
+4,600
+3% +$122K 0.05% 342
2017
Q4 		$4.74M Sell
183,280
-3,400
-2% -$86.7K 0.05% 355
2017
Q3 		$4.65M Buy
186,680
+12,800
+7% +$298K 0.05% 349
2017
Q2 		$4.22M Buy
173,880
+13,260
+8% +$338K 0.05% 366
2017
Q1 		$4.31M Buy
160,620
+2,290
+1% +$55.8K 0.05% 363
2016
Q4 		$3.83M Buy
158,330
+14,650
+10% +$373K 0.05% 381
2016
Q3 		$3.67M Sell
143,680
-2,000
-1% -$52.3K 0.05% 381
2016
Q2 		$3.8M Hold
145,680
– – 0.05% 361
2016
Q1 		$3.99M Buy
145,680
+200
+0.1% +$5.42K 0.06% 343
2015
Q4 		$4.25M Sell
145,480
-10,000
-6% -$342K 0.06% 321
2015
Q3 		$5.93M Sell
155,480
-4,600
-3% -$187K 0.09% 229
2015
Q2 		$6.58M Sell
160,080
-800
-0.5% -$31.3K 0.09% 216
2015
Q1 		$6.41M Sell
160,880
-2,400
-1% -$95.2K 0.09% 229
2014
Q4 		$6.18M Sell
163,280
-6,000
-4% -$208K 0.08% 234
2014
Q3 		$5.63M Sell
169,280
-600
-0.4% -$20.8K 0.08% 249
2014
Q2 		$6.1M Sell
169,880
-4,000
-2% -$132K 0.08% 234
2014
Q1 		$5.79M Buy
173,880
+5,000
+3% +$146K 0.08% 232
2013
Q4 		$4.92M Buy
168,880
+800
+0.5% +$22.4K 0.07% 262
2013
Q3 		$4.72M Sell
168,080
-800
-0.5% -$23.2K 0.07% 259
2013
Q2 		$4.72M Buy
+168,880
New +$4.55M 0.07% 242

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

Nisa Investment Advisors's WSM Position: Q1 2026 in Review

Nisa Investment Advisors increased its Williams-Sonoma (WSM) stake by 0.18% in Q1 2026, buying an estimated $44.5K and bringing the position to 122,127 shares worth $22.3M. The position accounts for 0.08% of the portfolio, ranked #152.

Nisa Investment Advisors first reported a position in WSM in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.6M in Q3 2025. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Nisa Investment Advisors held 122,127 shares of Williams-Sonoma worth $22.3M as of Q1 2026.
  • Nisa Investment Advisors bought 223 Williams-Sonoma shares in Q1 2026, an estimated $44.5K.
  • Williams-Sonoma made up 0.08% of Nisa Investment Advisors's portfolio in Q1 2026, its #152 holding.
  • Nisa Investment Advisors first reported a position in Williams-Sonoma in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Williams-Sonoma position peaked at $23.6M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.