OmniStar Financial Group’s Williams-Sonoma WSM Stock Holding History

OmniStar Financial Group’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	$879K	Buy	+4,820	New	+$962K	0.46%	66
2025 Q1	–	Sell	-4,555	Closed	-$843K	–	171
2024 Q4	$843K	Sell	4,555 -238	-5%	-$37.8K	0.68%	42
2024 Q3	$744K	Buy	+4,793	New	+$688K	0.56%	67
2022 Q1	–	Sell	-3,374	Closed	-$285K	–	123
2021 Q4	$285K	Sell	3,374 -76	-2%	-$7.08K	0.29%	102
2021 Q3	$305K	Buy	+3,450	New	+$292K	0.36%	88

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

OmniStar Financial Group's WSM Position: Q1 2026 in Review

OmniStar Financial Group opened a new position in Williams-Sonoma (WSM) in Q1 2026: 4,820 shares worth $879K. The stake represents 0.46% of the portfolio and ranks #66 among its holdings. This is a return to the name: OmniStar Financial Group previously reported a position in WSM as recently as Q4 2024.

OmniStar Financial Group first reported a position in WSM in Q3 2021 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

OmniStar Financial Group held 4,820 shares of Williams-Sonoma worth $879K as of Q1 2026.
Williams-Sonoma was a new OmniStar Financial Group position in Q1 2026.
Williams-Sonoma made up 0.46% of OmniStar Financial Group's portfolio in Q1 2026, its #66 holding.
OmniStar Financial Group first reported a position in Williams-Sonoma in Q3 2021 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on OmniStar Financial Group's 13F filing for Q1 2026, filed 15 May 2026.