Richardson Financial Services’s Williams-Sonoma WSM Stock Holding History

Richardson Financial Services’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	$88.1K	Buy	483 +82	+20%	+$16.4K	0.06%	235
2025 Q4	$71.6K	Buy	401 +46	+13%	+$8.62K	0.02%	260
2025 Q3	$69.4K	Buy	355 +71	+25%	+$13.6K	0.04%	250
2025 Q2	$48K	Buy	+284	New	+$44.6K	0.03%	258
2024 Q4	–	Sell	-354	Closed	-$50K	–	656
2024 Q3	$50K	Sell	354 -354	-50%	-$50.8K	0.03%	261
2024 Q2	$50K	Buy	708 +340	+92%	+$50.7K	0.04%	249
2024 Q1	$58.4K	Sell	368 -104	-22%	-$12.1K	0.04%	237
2023 Q4	$47.6K	Buy	+472	New	+$40.9K	0.04%	215

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richardson Financial Services's WSM Position: Q1 2026 in Review

Richardson Financial Services increased its Williams-Sonoma (WSM) stake by 20% in Q1 2026, buying an estimated $16.4K and bringing the position to 483 shares worth $88.1K. The position accounts for 0.06% of the portfolio, ranked #235.

Richardson Financial Services first reported a position in WSM in Q4 2023 and has held it in 8 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Richardson Financial Services held 483 shares of Williams-Sonoma worth $88.1K as of Q1 2026.
Richardson Financial Services bought 82 Williams-Sonoma shares in Q1 2026, an estimated $16.4K.
Williams-Sonoma made up 0.06% of Richardson Financial Services's portfolio in Q1 2026, its #235 holding.
Richardson Financial Services first reported a position in Williams-Sonoma in Q4 2023 and has held it in 8 quarters since.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.