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Sentry Investment Management’s Williams-Sonoma WSM Stock Holding History

Sentry Investment Management’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 		– Sell
-274
Closed -$49K – 491
2025
Q4 		$49K Hold
274
– – 0.03% 364
2025
Q3 		$52K Buy
274
+55
+25% +$10.5K 0.03% 355
2025
Q2 		$37K Hold
219
– – 0.02% 438
2025
Q1 		$32K Buy
+219
New +$42.3K 0.02% 429

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 $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sentry Investment Management's WSM Position: Q1 2026 in Review

Sentry Investment Management sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 274 shares — an estimated $49K sold.

Sentry Investment Management first reported a position in WSM in Q1 2025 and held it in 4 quarters. The position peaked at $52K in Q3 2025. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Sentry Investment Management reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 274 Williams-Sonoma shares in Q1 2026, an estimated $49K.
  • Sentry Investment Management first reported a position in Williams-Sonoma in Q1 2025 and held it in 4 quarters.
  • Sentry Investment Management's Williams-Sonoma position peaked at $52K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.