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Optimize Financial’s Williams-Sonoma WSM Stock Holding History

Optimize Financial’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
-2,989
Closed -$534K – 476
2025
Q4 		$534K Buy
2,989
+40
+1% +$7.5K 0.27% 107
2025
Q3 		$576K Buy
+2,949
New +$564K 0.3% 83

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

Optimize Financial's WSM Position: Q1 2026 in Review

Optimize Financial sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 2,989 shares — an estimated $534K sold.

Optimize Financial first reported a position in WSM in Q3 2025 and held it in 2 quarters. The position peaked at $576K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Optimize Financial reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,989 Williams-Sonoma shares in Q1 2026, an estimated $534K.
  • Optimize Financial first reported a position in Williams-Sonoma in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Williams-Sonoma position peaked at $576K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.