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UMB Bank’s Williams-Sonoma WSM Stock Holding History

UMB Bank’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 		$106K Buy
580
+65
+13% +$13K ﹤0.01% 954
2025
Q4 		$92K Buy
515
+6
+1% +$1.12K ﹤0.01% 990
2025
Q3 		$99.5K Buy
509
+16
+3% +$3.06K ﹤0.01% 869
2025
Q2 		$80.5K Sell
493
-412
-46% -$64.7K ﹤0.01% 920
2025
Q1 		$143K Buy
905
+64
+8% +$12.4K ﹤0.01% 652
2024
Q4 		$156K Buy
841
+308
+58% +$48.9K ﹤0.01% 607
2024
Q3 		$82.6K Buy
533
+153
+40% +$21.9K ﹤0.01% 739
2024
Q2 		$53.7K Buy
380
+270
+245% +$40.2K ﹤0.01% 810
2024
Q1 		$17.5K Buy
110
+34
+45% +$3.95K ﹤0.01% 1126
2023
Q4 		$7.67K Sell
76
-346
-82% -$30K ﹤0.01% 1351
2023
Q3 		$32.8K Hold
422
– – ﹤0.01% 943
2023
Q2 		$26.4K Hold
422
– – ﹤0.01% 1011
2023
Q1 		$25.7K Sell
422
-234
-36% -$14.6K ﹤0.01% 1016
2022
Q4 		$37K Sell
656
-104
-14% -$6.24K ﹤0.01% 934
2022
Q3 		$44K Buy
760
+30
+4% +$2.13K ﹤0.01% 903
2022
Q2 		$41K Sell
730
-324
-31% -$21K ﹤0.01% 970
2022
Q1 		$76K Buy
1,054
+570
+118% +$43.1K ﹤0.01% 841
2021
Q4 		$41K Buy
+484
New +$45.1K ﹤0.01% 1046

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

UMB Bank's WSM Position: Q1 2026 in Review

UMB Bank increased its Williams-Sonoma (WSM) stake by 13% in Q1 2026, buying an estimated $13K and bringing the position to 580 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

UMB Bank first reported a position in WSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $156K in Q4 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • UMB Bank held 580 shares of Williams-Sonoma worth $106K as of Q1 2026.
  • UMB Bank bought 65 Williams-Sonoma shares in Q1 2026, an estimated $13K.
  • Williams-Sonoma made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #954 holding.
  • UMB Bank first reported a position in Williams-Sonoma in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Williams-Sonoma position peaked at $156K in Q4 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.