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Syverson Strege & Co’s Williams-Sonoma WSM Stock Holding History

Syverson Strege & Co’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 		$496K Sell
2,721
-29
-1% -$5.79K 0.12% 78
2025
Q4 		$491K Sell
2,750
-4
-0.1% -$749 0.12% 74
2025
Q3 		$538K Buy
2,754
+49
+2% +$9.37K 0.13% 66
2025
Q2 		$442K Buy
2,705
+221
+9% +$34.7K 0.1% 78
2025
Q1 		$393K Buy
2,484
+36
+1% +$6.96K 0.13% 53
2024
Q4 		$453K Buy
2,448
+87
+4% +$13.8K 0.15% 46
2024
Q3 		$366K Sell
2,361
-103
-4% -$14.8K 0.12% 49
2024
Q2 		$348K Buy
2,464
+10
+0.4% +$1.49K 0.12% 55
2024
Q1 		$390K Buy
2,454
+14
+0.6% +$1.63K 0.14% 45
2023
Q4 		$246K Buy
+2,440
New +$211K 0.1% 60
2023
Q2 		– Sell
-2,288
Closed -$139K – 635
2023
Q1 		$139K Buy
2,288
+14
+0.6% +$874 0.06% 74
2022
Q4 		$131K Buy
2,274
+14
+0.6% +$840 0.06% 77
2022
Q3 		$133K Buy
2,260
+12
+0.5% +$852 0.07% 77
2022
Q2 		$125K Buy
2,248
+12
+0.5% +$776 0.05% 87
2022
Q1 		$162K Buy
2,236
+12
+0.5% +$908 0.18% 69
2021
Q4 		$188K Buy
2,224
+8
+0.4% +$745 0.14% 68
2021
Q3 		$197K Buy
2,216
+6
+0.3% +$508 0.16% 59
2021
Q2 		$176K Buy
2,210
+8
+0.4% +$681 0.16% 61
2021
Q1 		$197K Buy
2,202
+10
+0.5% +$675 0.2% 55
2020
Q4 		$112K Buy
+2,192
New +$112K 0.11% 82

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

Syverson Strege & Co's WSM Position: Q1 2026 in Review

Syverson Strege & Co reduced its Williams-Sonoma (WSM) stake by 1.1% in Q1 2026, selling an estimated $5.79K and leaving 2,721 shares worth $496K. The position accounts for 0.12% of the portfolio, ranked #78.

Syverson Strege & Co first reported a position in WSM in Q4 2020 and has held it in 20 quarters since. The position peaked at $538K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Syverson Strege & Co held 2,721 shares of Williams-Sonoma worth $496K as of Q1 2026.
  • Syverson Strege & Co sold 29 Williams-Sonoma shares in Q1 2026, an estimated $5.79K.
  • Williams-Sonoma made up 0.12% of Syverson Strege & Co's portfolio in Q1 2026, its #78 holding.
  • Syverson Strege & Co first reported a position in Williams-Sonoma in Q4 2020 and has held it in 20 quarters since.
  • Syverson Strege & Co's Williams-Sonoma position peaked at $538K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.