Stratos Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Stratos Wealth Partners’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	–	Sell	-1,335	Closed	-$238K	–	1697
2025 Q4	$238K	Buy	1,335 +42	+3%	+$7.87K	﹤0.01%	1418
2025 Q3	$253K	Buy	1,293 +61	+5%	+$11.7K	﹤0.01%	1340
2025 Q2	$201K	Buy	+1,232	New	+$193K	﹤0.01%	1336
2025 Q1	–	Sell	-2,244	Closed	-$416K	–	1509
2024 Q4	$416K	Buy	+2,244	New	+$356K	0.01%	1011
2024 Q3	–	Sell	-2,510	Closed	-$354K	–	1525
2024 Q2	$354K	Sell	2,510 -2,672	-52%	-$398K	0.01%	1030
2024 Q1	$823K	Sell	5,182 -308	-6%	-$35.8K	0.01%	713
2023 Q4	$554K	Buy	5,490 +1,370	+33%	+$119K	0.01%	835
2023 Q3	$320K	Buy	+4,120	New	+$284K	0.01%	987
2018 Q4	–	Sell	-126	Closed	-$4K	–	2517
2018 Q3	$4K	Buy	+126	New	+$4K	﹤0.01%	2559
2018 Q2	–	Sell	-126	Closed	-$3K	–	2603
2018 Q1	$3K	Sell	126 -28	-18%	-$740	﹤0.01%	2787
2017 Q4	$4K	Buy	+154	New	+$3.93K	﹤0.01%	2472

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

Stratos Wealth Partners's WSM Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,335 shares — an estimated $238K sold.

Stratos Wealth Partners first reported a position in WSM in Q4 2017 and held it in 11 quarters. The position peaked at $823K in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Stratos Wealth Partners reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 1,335 Williams-Sonoma shares in Q1 2026, an estimated $238K.
Stratos Wealth Partners first reported a position in Williams-Sonoma in Q4 2017 and held it in 11 quarters.
Stratos Wealth Partners's Williams-Sonoma position peaked at $823K in Q1 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.