U.S. Capital Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

U.S. Capital Wealth Advisors’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	-11,746	Closed	-$2.1M	–	1088
2025 Q4	$2.1M	Sell	11,746 -984	-8%	-$184K	0.05%	328
2025 Q3	$2.49M	Sell	12,730 -445	-3%	-$85K	0.07%	281
2025 Q2	$2.15M	Buy	13,175 +568	+5%	+$89.2K	0.06%	283
2025 Q1	$1.99M	Buy	+12,607	New	+$2.44M	0.06%	286

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

U.S. Capital Wealth Advisors's WSM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 11,746 shares — an estimated $2.1M sold.

U.S. Capital Wealth Advisors first reported a position in WSM in Q1 2025 and held it in 4 quarters. The position peaked at $2.49M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 11,746 Williams-Sonoma shares in Q1 2026, an estimated $2.1M.
U.S. Capital Wealth Advisors first reported a position in Williams-Sonoma in Q1 2025 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Williams-Sonoma position peaked at $2.49M in Q3 2025.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.