SIA
WSM icon

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

Strategic 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 		$1.67M Buy
9,166
+670
+8% +$134K 0.12% 90
2025
Q4 		$1.52M Sell
8,496
-280
-3% -$52.5K 0.13% 77
2025
Q3 		$1.72M Sell
8,776
-312
-3% -$59.6K 0.15% 73
2025
Q2 		$1.48M Sell
9,088
-804
-8% -$126K 0.14% 74
2025
Q1 		$1.56M Sell
9,892
-138
-1% -$26.7K 0.17% 77
2024
Q4 		$1.86M Sell
10,030
-395
-4% -$62.7K 0.2% 70
2024
Q3 		$1.62M Buy
10,425
+353
+4% +$50.6K 0.18% 77
2024
Q2 		$1.42M Sell
10,072
-190
-2% -$28.3K 0.17% 78
2024
Q1 		$1.63M Sell
10,262
-284
-3% -$33K 0.21% 70
2023
Q4 		$1.06M Sell
10,546
-354
-3% -$30.6K 0.15% 92
2023
Q3 		$847K Sell
10,900
-9,736
-47% -$671K 0.14% 107
2023
Q2 		$1.29M Buy
20,636
+10,762
+109% +$641K 0.18% 58
2023
Q1 		$601K Buy
9,874
+408
+4% +$25.5K 0.11% 140
2022
Q4 		$544K Buy
9,466
+140
+2% +$8.4K 0.11% 146
2022
Q3 		$549K Sell
9,326
-344
-4% -$24.4K 0.12% 128
2022
Q2 		$536K Buy
9,670
+434
+5% +$28.1K 0.11% 146
2022
Q1 		$670K Buy
9,236
+66
+0.7% +$5K 0.13% 134
2021
Q4 		$775K Buy
9,170
+158
+2% +$14.7K 0.15% 132
2021
Q3 		$799K Buy
9,012
+576
+7% +$48.7K 0.18% 121
2021
Q2 		$673K Buy
8,436
+936
+12% +$79.6K 0.15% 134
2021
Q1 		$672K Buy
+7,500
New +$506K 0.17% 104

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Strategic Investment Advisors increased its Williams-Sonoma (WSM) stake by 7.9% in Q1 2026, buying an estimated $134K and bringing the position to 9,166 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #90.

Strategic Investment Advisors first reported a position in WSM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.86M in Q4 2024. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Strategic Investment Advisors held 9,166 shares of Williams-Sonoma worth $1.67M as of Q1 2026.
  • Strategic Investment Advisors bought 670 Williams-Sonoma shares in Q1 2026, an estimated $134K.
  • Williams-Sonoma made up 0.12% of Strategic Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Strategic Investment Advisors first reported a position in Williams-Sonoma in Q1 2021 and has held it in 21 quarters since.
  • Strategic Investment Advisors's Williams-Sonoma position peaked at $1.86M in Q4 2024.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.