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AlpenGlobal Capital’s Williams-Sonoma WSM Stock Holding History

AlpenGlobal Capital’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
Q2 		$9.68M Sell
41,532
-78
-0.2% -$15.5K 6.21% 4
2026
Q1 		$7.59M Buy
+41,610
New +$8.31M 4.83% 6
2025
Q2 		$6.83M Buy
41,787
+499
+1% +$78.3K 4.09% 11
2025
Q1 		$6.53M Buy
41,288
+50
+0.1% +$9.66K 4.71% 7
2024
Q4 		$7.64M Buy
+41,238
New +$6.54M 4.96% 5

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AlpenGlobal Capital's WSM Position: Q2 2026 in Review

AlpenGlobal Capital reduced its Williams-Sonoma (WSM) stake by 0.19% in Q2 2026, selling an estimated $15.5K and leaving 41,532 shares worth $9.68M. The position accounts for 6.21% of the portfolio, ranked #4.

AlpenGlobal Capital first reported a position in WSM in Q4 2024 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • AlpenGlobal Capital held 41,532 shares of Williams-Sonoma worth $9.68M as of Q2 2026.
  • AlpenGlobal Capital sold 78 Williams-Sonoma shares in Q2 2026, an estimated $15.5K.
  • Williams-Sonoma made up 6.21% of AlpenGlobal Capital's portfolio in Q2 2026, its #4 holding.
  • AlpenGlobal Capital first reported a position in Williams-Sonoma in Q4 2024 and has held it in 5 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on AlpenGlobal Capital's 13F filing for Q2 2026, filed 11 Aug 2026.