&Partners’s Williams-Sonoma WSM Stock Holding History

&Partners’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	$870K	Sell	4,764 -694	-13%	-$139K	﹤0.01%	1376
2025 Q4	$975K	Buy	5,458 +123	+2%	+$23K	0.01%	1232
2025 Q3	$1.04M	Sell	5,335 -85	-2%	-$16.2K	0.01%	1070
2025 Q2	$885K	Sell	5,420 -203	-4%	-$31.9K	0.01%	1042
2025 Q1	$895K	Sell	5,623 -49	-0.9%	-$9.47K	0.01%	876
2024 Q4	$1.09M	Buy	5,672 +2,420	+74%	+$384K	0.01%	731
2024 Q3	$504K	Buy	+3,252	New	+$467K	0.01%	869

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

&Partners's WSM Position: Q1 2026 in Review

&Partners reduced its Williams-Sonoma (WSM) stake by 13% in Q1 2026, selling an estimated $139K and leaving 4,764 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

&Partners first reported a position in WSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

&Partners held 4,764 shares of Williams-Sonoma worth $870K as of Q1 2026.
&Partners sold 694 Williams-Sonoma shares in Q1 2026, an estimated $139K.
Williams-Sonoma made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1376 holding.
&Partners first reported a position in Williams-Sonoma in Q3 2024 and has held it in 7 quarters since.
&Partners's Williams-Sonoma position peaked at $1.09M in Q4 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.