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Rossby Financial’s Williams-Sonoma WSM Stock Holding History

Rossby 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 		$308K Buy
1,707
+450
+36% +$89.8K 0.06% 275
2025
Q4 		$224K Sell
1,257
-65
-5% -$12.2K 0.07% 264
2025
Q3 		$258K Sell
1,322
-73
-5% -$14K 0.08% 234
2025
Q2 		$228K Sell
1,395
-149
-10% -$23.4K 0.08% 231
2025
Q1 		$233K Buy
+1,544
New +$298K 0.1% 198

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

Rossby Financial's WSM Position: Q1 2026 in Review

Rossby Financial increased its Williams-Sonoma (WSM) stake by 36% in Q1 2026, buying an estimated $89.8K and bringing the position to 1,707 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #275.

Rossby Financial first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Rossby Financial held 1,707 shares of Williams-Sonoma worth $308K as of Q1 2026.
  • Rossby Financial bought 450 Williams-Sonoma shares in Q1 2026, an estimated $89.8K.
  • Williams-Sonoma made up 0.06% of Rossby Financial's portfolio in Q1 2026, its #275 holding.
  • Rossby Financial first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.