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Roberts Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Roberts Wealth Advisors’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 		$5.14M Buy
28,198
+814
+3% +$163K 1.31% 20
2025
Q4 		$4.89M Buy
27,384
+275
+1% +$51.5K 1.28% 23
2025
Q3 		$5.3M Sell
27,109
-6
-0% -$1.15K 1.41% 21
2025
Q2 		$4.43M Buy
27,115
+349
+1% +$54.8K 1.27% 28
2025
Q1 		$4.23M Sell
26,766
-381
-1% -$73.6K 1.31% 27
2024
Q4 		$5.39M Buy
27,147
+5,495
+25% +$872K 1.64% 15
2024
Q3 		$3.24M Sell
21,652
-20,928
-49% -$3M 1.05% 36
2024
Q2 		$3.03M Buy
42,580
+21,550
+102% +$3.21M 1.03% 34
2024
Q1 		$3.03M Sell
21,030
-142
-0.7% -$16.5K 1.13% 33
2023
Q4 		$6.43M Sell
21,172
-2
-0% -$173 1% 34
2023
Q3 		$1.72M Buy
21,174
+372
+2% +$25.6K 0.76% 47
2023
Q2 		$1.3M Buy
20,802
+700
+3% +$41.7K 0.57% 51
2023
Q1 		$1.2M Buy
20,102
+878
+5% +$54.8K 0.55% 51
2022
Q4 		$1.1M Buy
19,224
+1,318
+7% +$79.1K 0.53% 56
2022
Q3 		$1.13M Buy
17,906
+520
+3% +$36.9K 0.56% 52
2022
Q2 		$1.13M Buy
17,386
+954
+6% +$61.7K 0.49% 57
2022
Q1 		$1.17M Buy
16,432
+1,468
+10% +$111K 0.46% 61
2021
Q4 		$1.26M Buy
+14,964
New +$1.39M 0.46% 61

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

Roberts Wealth Advisors's WSM Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Williams-Sonoma (WSM) stake by 3% in Q1 2026, buying an estimated $163K and bringing the position to 28,198 shares worth $5.14M. The position accounts for 1.31% of the portfolio, ranked #20.

Roberts Wealth Advisors first reported a position in WSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.43M in Q4 2023. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Roberts Wealth Advisors held 28,198 shares of Williams-Sonoma worth $5.14M as of Q1 2026.
  • Roberts Wealth Advisors bought 814 Williams-Sonoma shares in Q1 2026, an estimated $163K.
  • Williams-Sonoma made up 1.31% of Roberts Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Roberts Wealth Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 18 quarters since.
  • Roberts Wealth Advisors's Williams-Sonoma position peaked at $6.43M in Q4 2023.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.