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TrueMark Investments’s Williams-Sonoma WSM Stock Holding History

TrueMark Investments’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
-1,893
Closed -$338K – 275
2025
Q4 		$338K Buy
+1,893
New +$355K 0.06% 174
2025
Q3 		– Sell
-16,182
Closed -$2.64M – 235
2025
Q2 		$2.64M Buy
+16,182
New +$2.54M 0.57% 69

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 $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrueMark Investments's WSM Position: Q1 2026 in Review

TrueMark Investments sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,893 shares — an estimated $338K sold.

TrueMark Investments first reported a position in WSM in Q2 2025 and held it in 2 quarters. The position peaked at $2.64M in Q2 2025. 929 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • TrueMark Investments reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 1,893 Williams-Sonoma shares in Q1 2026, an estimated $338K.
  • TrueMark Investments first reported a position in Williams-Sonoma in Q2 2025 and held it in 2 quarters.
  • TrueMark Investments's Williams-Sonoma position peaked at $2.64M in Q2 2025.
  • 929 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.