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Proficio Capital Partners’s Williams-Sonoma WSM Stock Holding History

Proficio Capital 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 		$407K Buy
2,234
+4
+0.2% +$799 0.02% 183
2025
Q4 		$398K Buy
2,230
+9
+0.4% +$1.69K 0.03% 174
2025
Q3 		$434K Sell
2,221
-611
-22% -$117K 0.03% 139
2025
Q2 		$463K Buy
2,832
+102
+4% +$16K 0.03% 263
2025
Q1 		$432K Buy
2,730
+54
+2% +$10.4K 0.03% 238
2024
Q4 		$496K Buy
2,676
+203
+8% +$32.2K 0.04% 189
2024
Q3 		$383K Sell
2,473
-151
-6% -$21.7K 0.04% 184
2024
Q2 		$371K Sell
2,624
-16
-0.6% -$2.38K 0.04% 213
2024
Q1 		$419K Buy
2,640
+152
+6% +$17.6K 0.05% 190
2023
Q4 		$251K Buy
+2,488
New +$215K 0.03% 257
2022
Q2 		– Sell
-2,976
Closed -$216K – 303
2022
Q1 		$216K Buy
+2,976
New +$225K 0.03% 259
2021
Q4 		– Sell
-2,292
Closed -$203K – 326
2021
Q3 		$203K Sell
2,292
-344
-13% -$29.1K 0.03% 296
2021
Q2 		$210K Buy
2,636
+196
+8% +$16.7K 0.03% 287
2021
Q1 		$219K Buy
+2,440
New +$165K 0.03% 244
2019
Q3 		– Sell
-786
Closed -$26K – 1557
2019
Q2 		$26K Buy
786
+380
+94% +$10.9K 0.01% 591
2019
Q1 		$11K Buy
406
+66
+19% +$1.82K ﹤0.01% 857
2018
Q4 		$9K Hold
340
– – ﹤0.01% 767
2018
Q3 		$11K Hold
340
– – ﹤0.01% 789
2018
Q2 		$10K Sell
340
-46
-12% -$1.23K ﹤0.01% 837
2018
Q1 		$10K Hold
386
– – ﹤0.01% 833
2017
Q4 		$10K Buy
386
+272
+239% +$6.93K ﹤0.01% 821
2017
Q3 		$3K Sell
114
-430
-79% -$10K ﹤0.01% 1053
2017
Q2 		$13K Sell
544
-242
-31% -$6.18K 0.01% 741
2017
Q1 		$19K Buy
+786
New +$19.2K 0.01% 636
2016
Q4 		– Sell
-1,054
Closed -$27K – 1188
2016
Q3 		$27K Buy
1,054
+1,036
+5,756% +$27.1K 0.02% 381
2016
Q2 		$0 Sell
18
-20
-53% -$548 ﹤0.01% 1185
2016
Q1 		$1K Buy
+38
New +$1.03K ﹤0.01% 964

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

Proficio Capital Partners's WSM Position: Q1 2026 in Review

Proficio Capital Partners increased its Williams-Sonoma (WSM) stake by 0.18% in Q1 2026, buying an estimated $799 and bringing the position to 2,234 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #183.

Proficio Capital Partners first reported a position in WSM in Q1 2016 and has held it in 27 quarters since. The position peaked at $496K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Proficio Capital Partners held 2,234 shares of Williams-Sonoma worth $407K as of Q1 2026.
  • Proficio Capital Partners bought 4 Williams-Sonoma shares in Q1 2026, an estimated $799.
  • Williams-Sonoma made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #183 holding.
  • Proficio Capital Partners first reported a position in Williams-Sonoma in Q1 2016 and has held it in 27 quarters since.
  • Proficio Capital Partners's Williams-Sonoma position peaked at $496K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.