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Vermillion & White Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

Vermillion & White Wealth Management Group’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
-180
Closed -$32.1K – 541
2025
Q4 		$32.1K Hold
180
– – 0.02% 205
2025
Q3 		$35.2K Hold
180
– – 0.02% 188
2025
Q2 		$29.4K Buy
180
+102
+131% +$16K 0.02% 211
2025
Q1 		$12.3K Buy
+78
New +$15.1K 0.01% 263

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

Vermillion & White Wealth Management Group's WSM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 180 shares — an estimated $32.1K sold.

Vermillion & White Wealth Management Group first reported a position in WSM in Q1 2025 and held it in 4 quarters. The position peaked at $35.2K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 180 Williams-Sonoma shares in Q1 2026, an estimated $32.1K.
  • Vermillion & White Wealth Management Group first reported a position in Williams-Sonoma in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Williams-Sonoma position peaked at $35.2K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.