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South Plains Financial’s Williams-Sonoma WSM Stock Holding History

South Plains Financial’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 		$9.48K Hold
52
– – 0.01% 202
2025
Q4 		$9.29K Hold
52
– – 0.01% 222
2025
Q3 		$10.2K Hold
52
– – 0.01% 196
2025
Q2 		$8.49K Hold
52
– – 0.01% 197
2025
Q1 		$8.22K Hold
52
– – 0.01% 190
2024
Q4 		$9.63K Buy
+52
New +$8.25K 0.01% 204

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

South Plains Financial's WSM Position: Q1 2026 in Review

South Plains Financial held its Williams-Sonoma (WSM) position steady in Q1 2026 at 52 shares worth $9.48K. The position accounts for 0.01% of the portfolio, ranked #202.

South Plains Financial first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • South Plains Financial held 52 shares of Williams-Sonoma worth $9.48K as of Q1 2026.
  • South Plains Financial left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.01% of South Plains Financial's portfolio in Q1 2026, its #202 holding.
  • South Plains Financial first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • South Plains Financial's Williams-Sonoma position peaked at $10.2K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.