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Smartleaf Asset Management’s Williams-Sonoma WSM Stock Holding History

Smartleaf Asset 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 		$357K Sell
2,020
-39
-2% -$7.79K 0.01% 617
2025
Q4 		$374K Sell
2,059
-91
-4% -$17.1K 0.01% 595
2025
Q3 		$413K Buy
2,150
+925
+76% +$177K 0.03% 522
2025
Q2 		$201K Sell
1,225
-346
-22% -$54.3K 0.02% 577
2025
Q1 		$250K Sell
1,571
-2
-0.1% -$386 0.02% 506
2024
Q4 		$293K Buy
1,573
+1,130
+255% +$179K 0.03% 443
2024
Q3 		$68.4K Buy
443
+189
+74% +$27.1K 0.01% 813
2024
Q2 		$36.5K Buy
254
+120
+90% +$17.9K 0.01% 832
2024
Q1 		$21K Buy
134
+78
+139% +$9.05K ﹤0.01% 847
2023
Q4 		$5.29K Buy
+56
New +$4.85K ﹤0.01% 856

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

Smartleaf Asset Management's WSM Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Williams-Sonoma (WSM) stake by 1.9% in Q1 2026, selling an estimated $7.79K and leaving 2,020 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #617.

Smartleaf Asset Management first reported a position in WSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $413K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Smartleaf Asset Management held 2,020 shares of Williams-Sonoma worth $357K as of Q1 2026.
  • Smartleaf Asset Management sold 39 Williams-Sonoma shares in Q1 2026, an estimated $7.79K.
  • Williams-Sonoma made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #617 holding.
  • Smartleaf Asset Management first reported a position in Williams-Sonoma in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Williams-Sonoma position peaked at $413K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.