Boston Partners
WSM icon

Boston Partners’s Williams-Sonoma WSM Stock Holding History

Boston 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
Q1 		$224M Sell
1,228,331
-53,946
-4% -$10.8M 0.23% 145
2025
Q4 		$229M Sell
1,282,277
-22,380
-2% -$4.19M 0.24% 151
2025
Q3 		$255M Buy
+1,304,657
New +$249M 0.26% 134
2022
Q1 		– Sell
-2,610
Closed -$221K – 736
2021
Q4 		$221K Sell
2,610
-448
-15% -$41.7K ﹤0.01% 665
2021
Q3 		$271K Sell
3,058
-478
-14% -$40.4K ﹤0.01% 643
2021
Q2 		$282K Sell
3,536
-1,152,750
-100% -$98.1M ﹤0.01% 638
2021
Q1 		$104M Sell
1,156,286
-943,574
-45% -$63.7M 0.14% 201
2020
Q4 		$107M Sell
2,099,860
-100,626
-5% -$5.15M 0.17% 182
2020
Q3 		$99.5M Sell
2,200,486
-127,272
-5% -$5.66M 0.18% 163
2020
Q2 		$95.5M Buy
2,327,758
+1,217,606
+110% +$41.4M 0.18% 170
2020
Q1 		$23.6M Buy
+1,110,152
New +$35.3M 0.05% 271
2017
Q2 		– Sell
-20,000
Closed -$536K – 790
2017
Q1 		$536K Sell
20,000
-105,234
-84% -$2.56M ﹤0.01% 735
2016
Q4 		$3.03M Buy
+125,234
New +$3.19M ﹤0.01% 606
2014
Q2 		– Sell
-1,305,940
Closed -$43.5M – 748
2014
Q1 		$43.5M Buy
1,305,940
+263,692
+25% +$7.68M 0.08% 208
2013
Q4 		$30.4M Sell
1,042,248
-168,718
-14% -$4.72M 0.06% 235
2013
Q3 		$34M Buy
1,210,966
+298,368
+33% +$8.64M 0.08% 207
2013
Q2 		$25.5M Buy
+912,598
New +$24.6M 0.07% 209

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

Boston Partners's WSM Position: Q1 2026 in Review

Boston Partners reduced its Williams-Sonoma (WSM) stake by 4.2% in Q1 2026, selling an estimated $10.8M and leaving 1,228,331 shares worth $224M. The position accounts for 0.23% of the portfolio, ranked #145.

Boston Partners first reported a position in WSM in Q2 2013 and has held it in 17 quarters since. The position peaked at $255M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Boston Partners held 1,228,331 shares of Williams-Sonoma worth $224M as of Q1 2026.
  • Boston Partners sold 53,946 Williams-Sonoma shares in Q1 2026, an estimated $10.8M.
  • Williams-Sonoma made up 0.23% of Boston Partners's portfolio in Q1 2026, its #145 holding.
  • Boston Partners first reported a position in Williams-Sonoma in Q2 2013 and has held it in 17 quarters since.
  • Boston Partners's Williams-Sonoma position peaked at $255M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.