Arjuna Capital
WSM icon

Arjuna Capital’s Williams-Sonoma WSM Stock Holding History

Arjuna 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
Q3 		$753K Buy
3,305
+32
+1% +$7.39K 0.17% 90
2026
Q2 		$763K Sell
3,273
-249
-7% -$49.4K 0.17% 91
2026
Q1 		$642K Sell
3,522
-42
-1% -$8.39K 0.16% 92
2025
Q4 		$636K Buy
3,564
+57
+2% +$10.7K 0.16% 93
2025
Q3 		$685K Sell
3,507
-11,789
-77% -$2.25M 0.17% 88
2025
Q2 		$2.5M Buy
15,296
+2,450
+19% +$385K 0.66% 38
2025
Q1 		$2.03M Buy
+12,846
New +$2.48M 0.56% 45

Other funds holding WSM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Arjuna Capital's WSM Position: Q3 2026 in Review

Arjuna Capital increased its Williams-Sonoma (WSM) stake by 0.98% in Q3 2026, buying an estimated $7.39K and bringing the position to 3,305 shares worth $753K. The position accounts for 0.17% of the portfolio, ranked #90.

Arjuna Capital first reported a position in WSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.5M in Q2 2025. 821 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Arjuna Capital held 3,305 shares of Williams-Sonoma worth $753K as of Q3 2026.
  • Arjuna Capital bought 32 Williams-Sonoma shares in Q3 2026, an estimated $7.39K.
  • Williams-Sonoma made up 0.17% of Arjuna Capital's portfolio in Q3 2026, its #90 holding.
  • Arjuna Capital first reported a position in Williams-Sonoma in Q1 2025 and has held it in 7 quarters since.
  • Arjuna Capital's Williams-Sonoma position peaked at $2.5M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Arjuna Capital's 13F filing for Q3 2026, filed 3 Nov 2026.