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Private Advisor Group’s Williams-Sonoma WSM Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-25,800
Closed -$20K – 2539
2023
Q3 		$20K Buy
+25,800
New +$1.78M ﹤0.01% 2109

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

Private Advisor Group's WSM Position: Q1 2026 in Review

Private Advisor Group increased its Williams-Sonoma (WSM) stake by 6.5% in Q1 2026, buying an estimated $108K and bringing the position to 8,853 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1146.

Private Advisor Group first reported a position in WSM in Q1 2015 and has held it in 31 quarters since. The position peaked at $1.62M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Private Advisor Group held 8,853 shares of Williams-Sonoma worth $1.61M as of Q1 2026.
  • Private Advisor Group bought 542 Williams-Sonoma shares in Q1 2026, an estimated $108K.
  • Williams-Sonoma made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1146 holding.
  • Private Advisor Group first reported a position in Williams-Sonoma in Q1 2015 and has held it in 31 quarters since.
  • Private Advisor Group's Williams-Sonoma position peaked at $1.62M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.