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TD Private Client Wealth’s Williams-Sonoma WSM Stock Holding History

TD Private Client Wealth’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 		$12.9K Buy
71
+12
+20% +$2.4K ﹤0.01% 1068
2025
Q4 		$10.5K Sell
59
-3
-5% -$562 ﹤0.01% 1084
2025
Q3 		$12.1K Buy
62
+11
+22% +$2.1K ﹤0.01% 1054
2025
Q2 		$8.33K Buy
51
+24
+89% +$3.77K ﹤0.01% 1073
2025
Q1 		$4.27K Buy
+27
New +$5.22K ﹤0.01% 1105
2024
Q4 		– Sell
-12
Closed -$1.86K – 1353
2024
Q3 		$1.86K Hold
12
– – ﹤0.01% 1193
2024
Q2 		$1.69K Buy
+12
New +$1.79K ﹤0.01% 1143
2023
Q2 		– Sell
-12
Closed -$730 – 1290
2023
Q1 		$730 Hold
12
– – ﹤0.01% 1209
2022
Q4 		$690 Sell
12
-80
-87% -$4.8K ﹤0.01% 1164
2022
Q3 		$5.42K Buy
92
+52
+130% +$3.69K ﹤0.01% 1052
2022
Q2 		$2.22K Buy
40
+8
+25% +$517 ﹤0.01% 1125
2022
Q1 		$2.32K Sell
32
-6
-16% -$454 ﹤0.01% 1154
2021
Q4 		$3.21K Buy
38
+6
+19% +$559 ﹤0.01% 978
2021
Q3 		$2.84K Hold
32
– – ﹤0.01% 1004
2021
Q2 		$2.55K Sell
32
-3,386
-99% -$288K ﹤0.01% 1015
2021
Q1 		$306K Sell
3,418
-2,064
-38% -$139K 0.01% 453
2020
Q4 		$279K Sell
5,482
-438
-7% -$22.4K 0.01% 445
2020
Q3 		$268K Sell
5,920
-116
-2% -$5.15K 0.02% 421
2020
Q2 		$248K Buy
6,036
+3,510
+139% +$119K 0.01% 429
2020
Q1 		$53.7K Buy
+2,526
New +$80.3K ﹤0.01% 567

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

TD Private Client Wealth's WSM Position: Q1 2026 in Review

TD Private Client Wealth increased its Williams-Sonoma (WSM) stake by 20% in Q1 2026, buying an estimated $2.4K and bringing the position to 71 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

TD Private Client Wealth first reported a position in WSM in Q1 2020 and has held it in 20 quarters since. The position peaked at $306K in Q1 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • TD Private Client Wealth held 71 shares of Williams-Sonoma worth $12.9K as of Q1 2026.
  • TD Private Client Wealth bought 12 Williams-Sonoma shares in Q1 2026, an estimated $2.4K.
  • Williams-Sonoma made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1068 holding.
  • TD Private Client Wealth first reported a position in Williams-Sonoma in Q1 2020 and has held it in 20 quarters since.
  • TD Private Client Wealth's Williams-Sonoma position peaked at $306K in Q1 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.