Sittner & Nelson’s Williams-Sonoma WSM Stock Holding History

Sittner & Nelson’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	$36.5K	Hold	200	–	–	0.01%	320
2025 Q4	$44.1K	Hold	200	–	–	0.02%	276
2025 Q3	$39.1K	Hold	200	–	–	0.01%	268
2025 Q2	$32.7K	Hold	200	–	–	0.01%	280
2025 Q1	$31.6K	Hold	200	–	–	0.01%	270
2024 Q4	$37K	Hold	200	–	–	0.02%	247
2024 Q3	$31K	Hold	200	–	–	0.01%	258
2024 Q2	$28.2K	Hold	200	–	–	0.01%	257
2024 Q1	$31.8K	Hold	200	–	–	0.02%	244
2023 Q4	$20.2K	Hold	200	–	–	0.01%	280
2023 Q3	$15.5K	Hold	200	–	–	0.01%	297
2023 Q2	$12.5K	Hold	200	–	–	0.01%	328
2023 Q1	$12.2K	Hold	200	–	–	0.01%	350
2022 Q4	$11.5K	Hold	200	–	–	0.01%	326
2022 Q3	$12K	Hold	200	–	–	0.01%	316
2022 Q2	$11K	Hold	200	–	–	0.01%	354
2022 Q1	$15K	Hold	200	–	–	0.01%	311
2021 Q4	$17K	Hold	200	–	–	0.01%	291
2021 Q3	$18K	Hold	200	–	–	0.01%	268
2021 Q2	$16K	Hold	200	–	–	0.01%	268
2021 Q1	$18K	Hold	200	–	–	0.01%	245
2020 Q4	$10K	Buy	+200	New	+$10.2K	0.01%	289

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sittner & Nelson's WSM Position: Q1 2026 in Review

Sittner & Nelson held its Williams-Sonoma (WSM) position steady in Q1 2026 at 200 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #320.

Sittner & Nelson first reported a position in WSM in Q4 2020 and has held it in 22 quarters since. The position peaked at $44.1K in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Sittner & Nelson held 200 shares of Williams-Sonoma worth $36.5K as of Q1 2026.
Sittner & Nelson left its Williams-Sonoma share count unchanged in Q1 2026.
Williams-Sonoma made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #320 holding.
Sittner & Nelson first reported a position in Williams-Sonoma in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Williams-Sonoma position peaked at $44.1K in Q4 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.