Stiles Financial Services’s Williams-Sonoma WSM Stock Holding History

Stiles Financial Services’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	$2.71M	Sell	14,840 -113	-0.8%	-$22.6K	0.83%	40
2025 Q4	$2.67M	Buy	14,953 +358	+2%	+$67.1K	0.82%	41
2025 Q3	$2.85M	Buy	14,595 +5	+0%	+$956	0.9%	33
2025 Q2	$2.38M	Buy	14,590 +1,275	+10%	+$200K	0.82%	42
2025 Q1	$2.1M	Sell	13,315 -535	-4%	-$103K	0.81%	43
2024 Q4	$2.57M	Sell	13,850 -1,099	-7%	-$174K	0.93%	32
2024 Q3	$2.32M	Buy	14,949 +641	+4%	+$92K	0.82%	39
2024 Q2	$2.02M	Buy	14,308 +762	+6%	+$114K	0.78%	44
2024 Q1	$2.15M	Buy	13,546 +246	+2%	+$28.6K	0.86%	37
2023 Q4	$1.34M	Buy	13,300 +5,028	+61%	+$435K	0.61%	55
2023 Q3	$643K	Buy	8,272 +3,404	+70%	+$234K	0.33%	88
2023 Q2	$305K	Buy	+4,868	New	+$290K	0.15%	139

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

Stiles Financial Services's WSM Position: Q1 2026 in Review

Stiles Financial Services reduced its Williams-Sonoma (WSM) stake by 0.76% in Q1 2026, selling an estimated $22.6K and leaving 14,840 shares worth $2.71M. The position accounts for 0.83% of the portfolio, ranked #40.

Stiles Financial Services first reported a position in WSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Stiles Financial Services held 14,840 shares of Williams-Sonoma worth $2.71M as of Q1 2026.
Stiles Financial Services sold 113 Williams-Sonoma shares in Q1 2026, an estimated $22.6K.
Williams-Sonoma made up 0.83% of Stiles Financial Services's portfolio in Q1 2026, its #40 holding.
Stiles Financial Services first reported a position in Williams-Sonoma in Q2 2023 and has held it in 12 quarters since.
Stiles Financial Services's Williams-Sonoma position peaked at $2.85M in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.