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SkyOak Wealth’s Williams-Sonoma WSM Stock Holding History

SkyOak Wealth’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 		$228K Buy
+1,252
New +$250K 0.04% 227
2025
Q4 		– Sell
-1,520
Closed -$297K – 270
2025
Q3 		$297K Buy
1,520
+133
+10% +$25.4K 0.06% 191
2025
Q2 		$227K Buy
1,387
+42
+3% +$6.59K 0.05% 221
2025
Q1 		$213K Sell
1,345
-1,518
-53% -$293K 0.05% 221
2024
Q4 		$530K Sell
2,863
-210
-7% -$33.3K 0.11% 112
2024
Q3 		$476K Sell
3,073
-269
-8% -$38.6K 0.11% 119
2024
Q2 		$472K Sell
3,342
-446
-12% -$66.5K 0.11% 121
2024
Q1 		$601K Sell
3,788
-334
-8% -$38.8K 0.14% 109
2023
Q4 		$416K Sell
4,122
-168
-4% -$14.5K 0.11% 136
2023
Q3 		$333K Sell
4,290
-66
-2% -$4.55K 0.1% 147
2023
Q2 		$273K Buy
4,356
+578
+15% +$34.5K 0.08% 183
2023
Q1 		$230K Buy
+3,778
New +$236K 0.07% 204
2021
Q4 		– Sell
-2,868
Closed -$254K – 260
2021
Q3 		$254K Sell
2,868
-22
-0.8% -$1.86K 0.07% 197
2021
Q2 		$231K Sell
2,890
-120
-4% -$10.2K 0.06% 204
2021
Q1 		$265K Buy
+3,010
New +$203K 0.07% 185

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

SkyOak Wealth's WSM Position: Q1 2026 in Review

SkyOak Wealth opened a new position in Williams-Sonoma (WSM) in Q1 2026: 1,252 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #227 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in WSM as recently as Q3 2025.

SkyOak Wealth first reported a position in WSM in Q1 2021 and has held it in 15 quarters since. The position peaked at $601K in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • SkyOak Wealth held 1,252 shares of Williams-Sonoma worth $228K as of Q1 2026.
  • Williams-Sonoma was a new SkyOak Wealth position in Q1 2026.
  • Williams-Sonoma made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #227 holding.
  • SkyOak Wealth first reported a position in Williams-Sonoma in Q1 2021 and has held it in 15 quarters since.
  • SkyOak Wealth's Williams-Sonoma position peaked at $601K in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.