Raymond James Financial
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Raymond James Financial’s Williams-Sonoma WSM Stock Holding History

Raymond James Financial’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 		$39.1M Sell
215,126
-52,567
-20% -$10.5M 0.01% 1009
2025
Q4 		$48M Sell
267,693
-21,900
-8% -$4.1M 0.01% 845
2025
Q3 		$56.6M Buy
289,593
+52,515
+22% +$10M 0.02% 728
2025
Q2 		$38.7M Buy
237,078
+39,611
+20% +$6.22M 0.01% 921
2025
Q1 		$31.2M Sell
197,467
-17,285
-8% -$3.34M 0.01% 999
2024
Q4 		$39.8M Buy
+214,752
New +$34.1M 0.01% 862

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Raymond James Financial's WSM Position: Q1 2026 in Review

Raymond James Financial reduced its Williams-Sonoma (WSM) stake by 20% in Q1 2026, selling an estimated $10.5M and leaving 215,126 shares worth $39.1M. The position accounts for 0.01% of the portfolio, ranked #1009.

Raymond James Financial first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.6M in Q3 2025. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Raymond James Financial held 215,126 shares of Williams-Sonoma worth $39.1M as of Q1 2026.
  • Raymond James Financial sold 52,567 Williams-Sonoma shares in Q1 2026, an estimated $10.5M.
  • Williams-Sonoma made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1009 holding.
  • Raymond James Financial first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Williams-Sonoma position peaked at $56.6M in Q3 2025.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.