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Soltis Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Soltis Investment Advisors’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 		$4.33M Buy
23,722
+4,711
+25% +$941K 0.27% 98
2025
Q4 		$3.4M Buy
19,011
+1,126
+6% +$211K 0.22% 106
2025
Q3 		$3.5M Sell
17,885
-6,360
-26% -$1.22M 0.24% 94
2025
Q2 		$3.96M Buy
24,245
+8,592
+55% +$1.35M 0.31% 81
2025
Q1 		$2.47M Sell
15,653
-226
-1% -$43.7K 0.22% 110
2024
Q4 		$2.94M Buy
15,879
+577
+4% +$91.6K 0.27% 100
2024
Q3 		$2.37M Sell
15,302
-7,888
-34% -$1.13M 0.23% 110
2024
Q2 		$3.27M Sell
23,190
-9,952
-30% -$1.48M 0.35% 83
2024
Q1 		$5.26M Sell
33,142
-11,680
-26% -$1.36M 0.59% 57
2023
Q4 		$4.52M Sell
44,822
-15,904
-26% -$1.38M 0.51% 64
2023
Q3 		$4.72M Buy
60,726
+17,964
+42% +$1.24M 0.61% 53
2023
Q2 		$2.68M Buy
42,762
+5,666
+15% +$338K 0.31% 86
2023
Q1 		$2.26M Buy
37,096
+5,928
+19% +$370K 0.29% 101
2022
Q4 		$1.79M Buy
31,168
+14,764
+90% +$886K 0.24% 106
2022
Q3 		$967K Buy
16,404
+4,306
+36% +$306K 0.15% 129
2022
Q2 		$671K Buy
+12,098
New +$783K 0.1% 147

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

Soltis Investment Advisors's WSM Position: Q1 2026 in Review

Soltis Investment Advisors increased its Williams-Sonoma (WSM) stake by 25% in Q1 2026, buying an estimated $941K and bringing the position to 23,722 shares worth $4.33M. The position accounts for 0.27% of the portfolio, ranked #98.

Soltis Investment Advisors first reported a position in WSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.26M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Soltis Investment Advisors held 23,722 shares of Williams-Sonoma worth $4.33M as of Q1 2026.
  • Soltis Investment Advisors bought 4,711 Williams-Sonoma shares in Q1 2026, an estimated $941K.
  • Williams-Sonoma made up 0.27% of Soltis Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • Soltis Investment Advisors first reported a position in Williams-Sonoma in Q2 2022 and has held it in 16 quarters since.
  • Soltis Investment Advisors's Williams-Sonoma position peaked at $5.26M in Q1 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.