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Cambria Investment Management’s Williams-Sonoma WSM Stock Holding History

Cambria Investment 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
2025
Q2 		– Sell
-2,749
Closed -$435K – 481
2025
Q1 		$435K Buy
2,749
+33
+1% +$6.38K 0.03% 250
2024
Q4 		$503K Sell
2,716
-292
-10% -$46.3K 0.03% 232
2024
Q3 		$466K Sell
3,008
-70
-2% -$10K 0.03% 187
2024
Q2 		$435K Sell
3,078
-774
-20% -$115K 0.03% 190
2024
Q1 		$612K Sell
3,852
-316
-8% -$36.7K 0.04% 175
2023
Q4 		$421K Buy
+4,168
New +$361K 0.03% 222
2019
Q2 		– Sell
-5,262
Closed -$148K – 311
2019
Q1 		$148K Buy
+5,262
New +$145K 0.02% 245

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambria Investment Management's WSM Position: Q2 2025 in Review

Cambria Investment Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,749 shares — an estimated $435K sold.

Cambria Investment Management first reported a position in WSM in Q1 2019 and held it in 7 quarters. The position peaked at $612K in Q1 2024. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Cambria Investment Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Cambria Investment Management sold 2,749 Williams-Sonoma shares in Q2 2025, an estimated $435K.
  • Cambria Investment Management first reported a position in Williams-Sonoma in Q1 2019 and held it in 7 quarters.
  • Cambria Investment Management's Williams-Sonoma position peaked at $612K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Cambria Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.