Plimoth Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $346K | Hold |
1,900
| – | – | 0.08% | 140 |
|
|
2025
Q4 | $339K | Hold |
1,900
| – | – | 0.08% | 146 |
|
|
2025
Q3 | $371K | Sell |
1,900
-265
| -12% | -$50.6K | 0.08% | 138 |
|
|
2025
Q2 | $354K | Hold |
2,165
| – | – | 0.08% | 144 |
|
|
2025
Q1 | $342K | Sell |
2,165
-25
| -1% | -$4.83K | 0.09% | 145 |
|
|
2024
Q4 | $406K | Sell |
2,190
-95
| -4% | -$15.1K | 0.1% | 131 |
|
|
2024
Q3 | $354K | Sell |
2,285
-275
| -11% | -$39.4K | 0.09% | 136 |
|
|
2024
Q2 | $361K | Sell |
2,560
-10
| -0.4% | -$1.49K | 0.1% | 132 |
|
|
2024
Q1 | $408K | Hold |
2,570
| – | – | 0.11% | 130 |
|
|
2023
Q4 | $259K | Sell |
2,570
-50
| -2% | -$4.33K | 0.07% | 147 |
|
|
2023
Q3 | $204K | Buy |
+2,620
| New | +$180K | 0.06% | 156 |
|
|
2022
Q3 | – | Sell |
-4,520
| Closed | -$251K | – | 161 |
|
|
2022
Q2 | $251K | Sell |
4,520
-250
| -5% | -$16.2K | 0.08% | 152 |
|
|
2022
Q1 | $346K | Sell |
4,770
-60
| -1% | -$4.54K | 0.09% | 145 |
|
|
2021
Q4 | $408K | Sell |
4,830
-150
| -3% | -$14K | 0.1% | 139 |
|
|
2021
Q3 | $442K | Sell |
4,980
-740
| -13% | -$62.6K | 0.13% | 130 |
|
|
2021
Q2 | $456K | Sell |
5,720
-4,970
| -46% | -$423K | 0.13% | 129 |
|
|
2021
Q1 | $958K | Sell |
10,690
-1,194
| -10% | -$80.6K | 0.28% | 92 |
|
|
2020
Q4 | $605K | Sell |
11,884
-894
| -7% | -$45.8K | 0.19% | 118 |
|
|
2020
Q3 | $578K | Sell |
12,778
-910
| -7% | -$40.4K | 0.19% | 110 |
|
|
2020
Q2 | $561K | Sell |
13,688
-870
| -6% | -$29.6K | 0.2% | 115 |
|
|
2020
Q1 | $310K | Sell |
14,558
-300
| -2% | -$9.54K | 0.13% | 139 |
|
|
2019
Q4 | $546K | Sell |
14,858
-740
| -5% | -$25.7K | 0.18% | 135 |
|
|
2019
Q3 | $530K | Sell |
15,598
-1,080
| -6% | -$35.7K | 0.17% | 140 |
|
|
2019
Q2 | $542K | Sell |
16,678
-290
| -2% | -$8.32K | 0.18% | 132 |
|
|
2019
Q1 | $477K | Sell |
16,968
-570
| -3% | -$15.7K | 0.16% | 138 |
|
|
2018
Q4 | $443K | Buy |
17,538
+230
| +1% | +$6.58K | 0.16% | 141 |
|
|
2018
Q3 | $569K | Sell |
17,308
-660
| -4% | -$20.9K | 0.18% | 133 |
|
|
2018
Q2 | $551K | Sell |
17,968
-2,050
| -10% | -$54.9K | 0.19% | 131 |
|
|
2018
Q1 | $528K | Sell |
20,018
-3,236
| -14% | -$85.6K | 0.18% | 136 |
|
|
2017
Q4 | $601K | Buy |
+23,254
| New | +$593K | 0.22% | 117 |
|
Other funds holding WSM
VCM
BC
VPM
Plimoth Trust's WSM Position: Q1 2026 in Review
Plimoth Trust held its Williams-Sonoma (WSM) position steady in Q1 2026 at 1,900 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #140.
Plimoth Trust first reported a position in WSM in Q4 2017 and has held it in 30 quarters since. The position peaked at $958K in Q1 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.
- Plimoth Trust held 1,900 shares of Williams-Sonoma worth $346K as of Q1 2026.
- Plimoth Trust left its Williams-Sonoma share count unchanged in Q1 2026.
- Williams-Sonoma made up 0.08% of Plimoth Trust's portfolio in Q1 2026, its #140 holding.
- Plimoth Trust first reported a position in Williams-Sonoma in Q4 2017 and has held it in 30 quarters since.
- Plimoth Trust's Williams-Sonoma position peaked at $958K in Q1 2021.
- 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.
Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.