Romano Brothers & Co’s Williams-Sonoma WSM Stock Holding History

Romano Brothers & Co’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	$4.12M	Sell	22,585 -150	-0.7%	-$29.9K	0.47%	68
2025 Q4	$4.06M	Sell	22,735 -855	-4%	-$160K	0.46%	64
2025 Q3	$4.61M	Sell	23,590 -400	-2%	-$76.4K	0.53%	55
2025 Q2	$3.92M	Sell	23,990 -1,050	-4%	-$165K	0.48%	60
2025 Q1	$3.96M	Sell	25,040 -7,120	-22%	-$1.38M	0.51%	59
2024 Q4	$5.96M	Sell	32,160 -1,100	-3%	-$175K	0.75%	33
2024 Q3	$5.15M	Sell	33,260 -100	-0.3%	-$14.3K	0.64%	45
2024 Q2	$4.71M	Sell	33,360 -300	-0.9%	-$44.7K	0.65%	44
2024 Q1	$5.34M	Sell	33,660 -3,550	-10%	-$412K	0.73%	39
2023 Q4	$3.75M	Sell	37,210 -19,950	-35%	-$1.73M	0.56%	52
2023 Q3	$4.44M	Sell	57,160 -600	-1%	-$41.3K	0.69%	46
2023 Q2	$3.61M	Sell	57,760 -5,000	-8%	-$298K	0.54%	60
2023 Q1	$3.82M	Sell	62,760 -3,000	-5%	-$187K	0.59%	58
2022 Q4	$3.78M	Sell	65,760 -41,060	-38%	-$2.46M	0.57%	54
2022 Q3	$6.31M	Buy	+106,820	New	+$7.58M	1.02%	20

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

Romano Brothers & Co's WSM Position: Q1 2026 in Review

Romano Brothers & Co reduced its Williams-Sonoma (WSM) stake by 0.66% in Q1 2026, selling an estimated $29.9K and leaving 22,585 shares worth $4.12M. The position accounts for 0.47% of the portfolio, ranked #68.

Romano Brothers & Co first reported a position in WSM in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.31M in Q3 2022. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Romano Brothers & Co held 22,585 shares of Williams-Sonoma worth $4.12M as of Q1 2026.
Romano Brothers & Co sold 150 Williams-Sonoma shares in Q1 2026, an estimated $29.9K.
Williams-Sonoma made up 0.47% of Romano Brothers & Co's portfolio in Q1 2026, its #68 holding.
Romano Brothers & Co first reported a position in Williams-Sonoma in Q3 2022 and has held it in 15 quarters since.
Romano Brothers & Co's Williams-Sonoma position peaked at $6.31M in Q3 2022.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.