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Principal Securities’s Williams-Sonoma WSM Stock Holding History

Principal Securities’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 		$1.2M Buy
6,587
+1,134
+21% +$226K 0.02% 665
2025
Q4 		$974K Buy
5,453
+360
+7% +$67.5K 0.02% 705
2025
Q3 		$995K Buy
5,093
+510
+11% +$97.5K 0.02% 666
2025
Q2 		$749K Buy
4,583
+3,734
+440% +$586K 0.01% 701
2025
Q1 		$157K Hold
849
– – ﹤0.01% 1234
2024
Q4 		$157K Sell
849
-62
-7% -$9.84K ﹤0.01% 1232
2024
Q3 		$141K Sell
911
-4,031
-82% -$578K ﹤0.01% 1239
2024
Q2 		$698K Buy
4,942
+376
+8% +$56K 0.02% 589
2024
Q1 		$725K Sell
4,566
-764
-14% -$88.7K 0.02% 540
2023
Q4 		$538K Buy
+5,330
New +$461K 0.02% 567

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

Principal Securities's WSM Position: Q1 2026 in Review

Principal Securities increased its Williams-Sonoma (WSM) stake by 21% in Q1 2026, buying an estimated $226K and bringing the position to 6,587 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #665.

Principal Securities first reported a position in WSM in Q4 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Principal Securities held 6,587 shares of Williams-Sonoma worth $1.2M as of Q1 2026.
  • Principal Securities bought 1,134 Williams-Sonoma shares in Q1 2026, an estimated $226K.
  • Williams-Sonoma made up 0.02% of Principal Securities's portfolio in Q1 2026, its #665 holding.
  • Principal Securities first reported a position in Williams-Sonoma in Q4 2023 and has held it in 10 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.