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Pinnacle Associates’s Williams-Sonoma WSM Stock Holding History

Pinnacle Associates’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 		$238K Sell
1,305
-5
-0.4% -$998 ﹤0.01% 871
2025
Q4 		$234K Sell
1,310
-5
-0.4% -$937 ﹤0.01% 867
2025
Q3 		$257K Buy
1,315
+14
+1% +$2.68K ﹤0.01% 794
2025
Q2 		$213K Buy
+1,301
New +$204K ﹤0.01% 809
2025
Q1 		– Sell
-1,205
Closed -$223K – 869
2024
Q4 		$223K Buy
+1,205
New +$191K ﹤0.01% 789
2023
Q2 		– Sell
-4,166
Closed -$253K – 844
2023
Q1 		$253K Sell
4,166
-320
-7% -$20K 0.01% 666
2022
Q4 		$258K Sell
4,486
-560
-11% -$33.6K 0.01% 647
2022
Q3 		$297K Sell
5,046
-164
-3% -$11.6K 0.01% 598
2022
Q2 		$289K Hold
5,210
– – 0.01% 619
2022
Q1 		$378K Hold
5,210
– – 0.01% 618
2021
Q4 		$441K Buy
5,210
+160
+3% +$14.9K 0.01% 583
2021
Q3 		$448K Buy
5,050
+100
+2% +$8.46K 0.01% 566
2021
Q2 		$395K Buy
4,950
+1,950
+65% +$166K 0.01% 589
2021
Q1 		$269K Buy
+3,000
New +$203K 0.01% 644

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

Pinnacle Associates's WSM Position: Q1 2026 in Review

Pinnacle Associates reduced its Williams-Sonoma (WSM) stake by 0.38% in Q1 2026, selling an estimated $998 and leaving 1,305 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Pinnacle Associates first reported a position in WSM in Q1 2021 and has held it in 14 quarters since. The position peaked at $448K in Q3 2021. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Pinnacle Associates held 1,305 shares of Williams-Sonoma worth $238K as of Q1 2026.
  • Pinnacle Associates sold 5 Williams-Sonoma shares in Q1 2026, an estimated $998.
  • Williams-Sonoma made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #871 holding.
  • Pinnacle Associates first reported a position in Williams-Sonoma in Q1 2021 and has held it in 14 quarters since.
  • Pinnacle Associates's Williams-Sonoma position peaked at $448K in Q3 2021.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.