Western Wealth Management’s Williams-Sonoma WSM Stock Holding History

Western Wealth Management’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	$1.03M	Buy	+5,642	New	+$1.13M	0.04%	429
2024 Q4	–	Sell	-7,461	Closed	-$1.16M	–	768
2024 Q3	$1.16M	Buy	+7,461	New	+$1.07M	0.07%	288
2024 Q1	–	Sell	-13,504	Closed	-$1.36M	–	734
2023 Q4	$1.36M	Sell	13,504 -348	-3%	-$30.1K	0.1%	215
2023 Q3	$1.08M	Buy	13,852 +454	+3%	+$31.3K	0.09%	229
2023 Q2	$838K	Buy	13,398 +1,494	+13%	+$89K	0.07%	277
2023 Q1	$724K	Buy	11,904 +4,976	+72%	+$311K	0.07%	287
2022 Q4	$398K	Sell	6,928 -2,438	-26%	-$146K	0.04%	393
2022 Q3	$575K	Buy	9,366 +190	+2%	+$13.5K	0.03%	437
2022 Q2	$599K	Buy	9,176 +3,206	+54%	+$207K	0.03%	423
2022 Q1	$433K	Buy	+5,970	New	+$452K	0.02%	573

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

Western Wealth Management's WSM Position: Q1 2026 in Review

Western Wealth Management opened a new position in Williams-Sonoma (WSM) in Q1 2026: 5,642 shares worth $1.03M. The stake represents 0.04% of the portfolio and ranks #429 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in WSM as recently as Q3 2024.

Western Wealth Management first reported a position in WSM in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2023. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Western Wealth Management held 5,642 shares of Williams-Sonoma worth $1.03M as of Q1 2026.
Williams-Sonoma was a new Western Wealth Management position in Q1 2026.
Williams-Sonoma made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #429 holding.
Western Wealth Management first reported a position in Williams-Sonoma in Q1 2022 and has held it in 10 quarters since.
Western Wealth Management's Williams-Sonoma position peaked at $1.36M in Q4 2023.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.