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Signature Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

Signature Wealth Management Group’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 		$1.06M Sell
5,819
-9,179
-61% -$1.83M 0.4% 64
2025
Q4 		$2.68M Sell
14,998
-184
-1% -$34.5K 1.09% 40
2025
Q3 		$2.97M Sell
15,182
-160
-1% -$30.6K 1.15% 33
2025
Q2 		$2.51M Buy
15,342
+206
+1% +$32.3K 0.99% 42
2025
Q1 		$2.39M Sell
15,136
-76
-0.5% -$14.7K 0.93% 41
2024
Q4 		$2.82M Buy
15,212
+3,286
+28% +$521K 1.13% 37
2024
Q3 		$1.85M Buy
11,926
+212
+2% +$30.4K 0.74% 48
2024
Q2 		$1.65M Sell
11,714
-104
-0.9% -$15.5K 0.72% 55
2024
Q1 		$1.65M Sell
11,818
-3,374
-22% -$392K 0.75% 47
2023
Q4 		$1.53M Buy
+15,192
New +$1.32M 0.71% 50
2023
Q2 		$1.23M Sell
19,712
-738
-4% -$44K 0.57% 60
2023
Q1 		$1.24M Sell
20,450
-6,862
-25% -$428K 0.59% 57
2022
Q4 		$1.57M Sell
27,312
-2,898
-10% -$174K 0.77% 47
2022
Q3 		$1.78M Sell
30,210
-432
-1% -$30.7K 0.9% 46
2022
Q2 		$1.7M Buy
30,642
+1,132
+4% +$73.2K 0.83% 56
2022
Q1 		$2.14M Buy
29,510
+10,134
+52% +$767K 0.96% 54
2021
Q4 		$1.64M Buy
+19,376
New +$1.8M 0.83% 56
2020
Q1 		– Sell
-5,466
Closed -$201K – 87
2019
Q4 		$201K Buy
+5,466
New +$190K 0.13% 80
2019
Q3 		– Sell
-108,662
Closed -$3.52M – 81
2019
Q2 		$3.52M Buy
108,662
+884
+0.8% +$25.4K 2.35% 13
2019
Q1 		$3.03M Sell
107,778
-1,380
-1% -$38.1K 2.12% 20
2018
Q4 		$2.75M Sell
109,158
-1,728
-2% -$49.4K 2.14% 21
2018
Q3 		$3.14M Sell
110,886
-16,480
-13% -$523K 2.33% 13
2018
Q2 		$3.91M Buy
+127,366
New +$3.41M 2.89% 5

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

Signature Wealth Management Group's WSM Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Williams-Sonoma (WSM) stake by 61% in Q1 2026, selling an estimated $1.83M and leaving 5,819 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #64.

Signature Wealth Management Group first reported a position in WSM in Q2 2018 and has held it in 23 quarters since. The position peaked at $3.91M in Q2 2018. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Signature Wealth Management Group held 5,819 shares of Williams-Sonoma worth $1.06M as of Q1 2026.
  • Signature Wealth Management Group sold 9,179 Williams-Sonoma shares in Q1 2026, an estimated $1.83M.
  • Williams-Sonoma made up 0.4% of Signature Wealth Management Group's portfolio in Q1 2026, its #64 holding.
  • Signature Wealth Management Group first reported a position in Williams-Sonoma in Q2 2018 and has held it in 23 quarters since.
  • Signature Wealth Management Group's Williams-Sonoma position peaked at $3.91M in Q2 2018.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.