SWM
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SHP Wealth Management’s Williams-Sonoma WSM Stock Holding History

SHP Wealth 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 		$1.82K Buy
10
+9
+900% +$1.8K ﹤0.01% 1304
2025
Q4 		$179 Buy
+1
New +$187 ﹤0.01% 1472

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 $47.8B 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 $3.37T AUM 44.26% 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

SHP Wealth Management's WSM Position: Q1 2026 in Review

SHP Wealth Management increased its Williams-Sonoma (WSM) stake by 900% in Q1 2026, buying an estimated $1.8K and bringing the position to 10 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

SHP Wealth Management first reported a position in WSM in Q4 2025 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • SHP Wealth Management held 10 shares of Williams-Sonoma worth $1.82K as of Q1 2026.
  • SHP Wealth Management bought 9 Williams-Sonoma shares in Q1 2026, an estimated $1.8K.
  • Williams-Sonoma made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1304 holding.
  • SHP Wealth Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 2 quarters since.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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