Argyle Capital Partners’s Williams-Sonoma WSM Stock Holding History

Argyle Capital Partners’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 Q3	$1.26M	Hold	5,524	–	–	0.78%	40
2026 Q2	$1.29M	Hold	5,524	–	–	0.81%	36
2026 Q1	$1.01M	Hold	5,524	–	–	0.73%	41
2025 Q4	$987K	Hold	5,524	–	–	0.72%	43
2025 Q3	$1.08M	Hold	5,524	–	–	0.77%	38
2025 Q2	$902K	Hold	5,524	–	–	0.74%	45
2025 Q1	$873K	Hold	5,524	–	–	0.75%	44
2024 Q4	$1.02M	Buy	+5,524	New	+$877K	0.88%	36

Other funds holding WSM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Argyle Capital Partners's WSM Position: Q3 2026 in Review

Argyle Capital Partners held its Williams-Sonoma (WSM) position steady in Q3 2026 at 5,524 shares worth $1.26M. The position accounts for 0.78% of the portfolio, ranked #40.

Argyle Capital Partners first reported a position in WSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2026. 407 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Argyle Capital Partners held 5,524 shares of Williams-Sonoma worth $1.26M as of Q3 2026.
Argyle Capital Partners left its Williams-Sonoma share count unchanged in Q3 2026.
Williams-Sonoma made up 0.78% of Argyle Capital Partners's portfolio in Q3 2026, its #40 holding.
Argyle Capital Partners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's Williams-Sonoma position peaked at $1.29M in Q2 2026.
407 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.