SMA
WSM icon

Seven Mile Advisory’s Williams-Sonoma WSM Stock Holding History

Seven Mile Advisory’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 		$518K Buy
2,842
+1,564
+122% +$312K 0.37% 55
2025
Q4 		$228K Sell
1,278
-1,917
-60% -$359K 0.04% 215
2025
Q3 		$624K Buy
3,195
+439
+16% +$83.9K 0.1% 105
2025
Q2 		$450K Buy
2,756
+36
+1% +$5.65K 0.27% 71
2025
Q1 		$430K Buy
2,720
+16
+0.6% +$3.09K 0.29% 69
2024
Q4 		$501K Sell
2,704
-229
-8% -$36.3K 0.32% 58
2024
Q3 		$454K Buy
2,933
+33
+1% +$4.73K 0.3% 64
2024
Q2 		$409K Buy
2,900
+22
+0.8% +$3.28K 0.3% 64
2024
Q1 		$457K Buy
2,878
+4
+0.1% +$464 0.35% 60
2023
Q4 		$290K Buy
2,874
+140
+5% +$12.1K 0.25% 90
2023
Q3 		$212K Buy
+2,734
New +$188K 0.22% 107

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

Seven Mile Advisory's WSM Position: Q1 2026 in Review

Seven Mile Advisory increased its Williams-Sonoma (WSM) stake by 122% in Q1 2026, buying an estimated $312K and bringing the position to 2,842 shares worth $518K. The position accounts for 0.37% of the portfolio, ranked #55.

Seven Mile Advisory first reported a position in WSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $624K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Seven Mile Advisory held 2,842 shares of Williams-Sonoma worth $518K as of Q1 2026.
  • Seven Mile Advisory bought 1,564 Williams-Sonoma shares in Q1 2026, an estimated $312K.
  • Williams-Sonoma made up 0.37% of Seven Mile Advisory's portfolio in Q1 2026, its #55 holding.
  • Seven Mile Advisory first reported a position in Williams-Sonoma in Q3 2023 and has held it in 11 quarters since.
  • Seven Mile Advisory's Williams-Sonoma position peaked at $624K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.