Truist Financial
WSM icon

Truist Financial’s Williams-Sonoma WSM Stock Holding History

Truist Financial’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 		$86.7M Buy
475,524
+28,816
+6% +$5.75M 0.12% 163
2025
Q4 		$79.8M Buy
446,708
+36,135
+9% +$6.77M 0.11% 174
2025
Q3 		$80.2M Buy
410,573
+31,681
+8% +$6.05M 0.11% 173
2025
Q2 		$61.9M Buy
378,892
+20,650
+6% +$3.24M 0.09% 203
2025
Q1 		$56.6M Buy
358,242
+18,066
+5% +$3.49M 0.09% 200
2024
Q4 		$63M Buy
340,176
+11,058
+3% +$1.75M 0.1% 190
2024
Q3 		$51M Buy
329,118
+22,136
+7% +$3.18M 0.08% 228
2024
Q2 		$43.3M Buy
306,982
+13,890
+5% +$2.07M 0.07% 255
2024
Q1 		$46.5M Buy
293,092
+17,084
+6% +$1.98M 0.07% 248
2023
Q4 		$27.8M Buy
276,008
+269,438
+4,101% +$23.3M 0.04% 334
2023
Q3 		$511K Sell
6,570
-7,468
-53% -$514K ﹤0.01% 1917
2023
Q2 		$878K Sell
14,038
-204
-1% -$12.2K ﹤0.01% 1648
2023
Q1 		$866K Buy
14,242
+1,308
+10% +$81.7K ﹤0.01% 1639
2022
Q4 		$743K Sell
12,934
-12,474
-49% -$749K ﹤0.01% 1708
2022
Q3 		$1.5M Buy
25,408
+852
+3% +$60.5K ﹤0.01% 1329
2022
Q2 		$1.36M Buy
24,556
+164
+0.7% +$10.6K ﹤0.01% 1403
2022
Q1 		$1.77M Buy
24,392
+2,536
+12% +$192K ﹤0.01% 1343
2021
Q4 		$1.85M Sell
21,856
-5,788
-21% -$539K ﹤0.01% 1334
2021
Q3 		$2.45M Sell
27,644
-3,004
-10% -$254K ﹤0.01% 1175
2021
Q2 		$2.45M Sell
30,648
-5,368
-15% -$457K ﹤0.01% 1181
2021
Q1 		$3.23M Buy
36,016
+13,738
+62% +$927K 0.01% 1014
2020
Q4 		$1.14M Buy
22,278
+7,256
+48% +$372K ﹤0.01% 1409
2020
Q3 		$679K Sell
15,022
-4,726
-24% -$210K ﹤0.01% 1559
2020
Q2 		$810K Buy
+19,748
New +$672K ﹤0.01% 1376
2020
Q1 		– Sell
-8,352
Closed -$307K – 2590
2019
Q4 		$307K Buy
+8,352
New +$290K ﹤0.01% 2139

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

Truist Financial's WSM Position: Q1 2026 in Review

Truist Financial increased its Williams-Sonoma (WSM) stake by 6.5% in Q1 2026, buying an estimated $5.75M and bringing the position to 475,524 shares worth $86.7M. The position accounts for 0.12% of the portfolio, ranked #163.

Truist Financial first reported a position in WSM in Q4 2019 and has held it in 25 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Truist Financial held 475,524 shares of Williams-Sonoma worth $86.7M as of Q1 2026.
  • Truist Financial bought 28,816 Williams-Sonoma shares in Q1 2026, an estimated $5.75M.
  • Williams-Sonoma made up 0.12% of Truist Financial's portfolio in Q1 2026, its #163 holding.
  • Truist Financial first reported a position in Williams-Sonoma in Q4 2019 and has held it in 25 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.