Capital Research Global Investors’s Williams-Sonoma WSM Stock Holding History

Capital Research Global Investors’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	-700,051	Closed	-$111M	–	476
2025 Q1	$111M	Sell	700,051 -225,711	-24%	-$43.6M	0.02%	279
2024 Q4	$171M	Sell	925,762 -741,516	-44%	-$118M	0.04%	241
2024 Q3	$258M	Buy	1,667,278 +394	+0%	+$56.5K	0.05%	191
2024 Q2	$235M	Sell	1,666,884 -3,807,238	-70%	-$567M	0.05%	203
2024 Q1	$869M	Sell	5,474,122 -1,254,432	-19%	-$146M	0.2%	104
2023 Q4	$679M	Sell	6,728,554 -559,352	-8%	-$48.4M	0.17%	129
2023 Q3	$566M	Buy	7,287,906 +620,828	+9%	+$42.8M	0.16%	128
2023 Q2	$417M	Buy	6,667,078 +3,698	+0.1%	+$220K	0.11%	155
2023 Q1	$405M	Sell	6,663,380 -1,525,662	-19%	-$95.3M	0.12%	148
2022 Q4	$471M	Sell	8,189,042 -9,048	-0.1%	-$543K	0.14%	139
2022 Q3	$483M	Sell	8,198,090 -1,067,042	-12%	-$75.7M	0.16%	131
2022 Q2	$514M	Sell	9,265,132 -1,684,814	-15%	-$109M	0.16%	123
2022 Q1	$794M	Sell	10,949,946 -309,166	-3%	-$23.4M	0.2%	107
2021 Q4	$952M	Sell	11,259,112 -257,594	-2%	-$24M	0.21%	107
2021 Q3	$1.02B	Sell	11,516,706 -1,082	-0%	-$91.5K	0.24%	96
2021 Q2	$919M	Sell	11,517,788 -2,491,642	-18%	-$212M	0.21%	110
2021 Q1	$1.26B	Sell	14,009,430 -1,285,332	-8%	-$86.8M	0.31%	83
2020 Q4	$779M	Sell	15,294,762 -68,498	-0.4%	-$3.51M	0.2%	118
2020 Q3	$695M	Buy	15,363,260 +2,400	+0%	+$107K	0.21%	111
2020 Q2	$630M	Sell	15,360,860 -1,139,674	-7%	-$38.8M	0.2%	112
2020 Q1	$351M	Buy	16,500,534 +502,738	+3%	+$16M	0.14%	136
2019 Q4	$587M	Sell	15,997,796 -1,312,732	-8%	-$45.6M	0.18%	118
2019 Q3	$588M	Buy	17,310,528 +366	+0%	+$12.1K	0.19%	116
2019 Q2	$563M	Buy	17,310,162 +562,198	+3%	+$16.1M	0.18%	124
2019 Q1	$471M	Sell	16,747,964 -776,462	-4%	-$21.4M	0.15%	136
2018 Q4	$442M	Buy	17,524,426 +758,696	+5%	+$21.7M	0.15%	132
2018 Q3	$551M	Buy	16,765,730 +704,590	+4%	+$22.3M	0.16%	129
2018 Q2	$493M	Buy	16,061,140 +7,158,012	+80%	+$192M	0.13%	138
2018 Q1	$235M	Buy	8,903,128 +514	+0%	+$13.6K	0.07%	221
2017 Q4	$230M	Buy	8,902,614 +760	+0%	+$19.4K	0.07%	219
2017 Q3	$222M	Hold	8,901,854	–	–	0.07%	216
2017 Q2	$216M	Buy	8,901,854 +5,842	+0.1%	+$149K	0.07%	219
2017 Q1	$239M	Sell	8,896,012 -1,156,000	-12%	-$28.2M	0.08%	209
2016 Q4	$243M	Hold	10,052,012	–	–	0.08%	211
2016 Q3	$257M	Hold	10,052,012	–	–	0.08%	200
2016 Q2	$262M	Buy	10,052,012 +12	+0%	+$329	0.09%	191
2016 Q1	$275M	Hold	10,052,000	–	–	0.09%	189
2015 Q4	$294M	Hold	10,052,000	–	–	0.1%	185
2015 Q3	$384M	Hold	10,052,000	–	–	0.14%	155
2015 Q2	$413M	Hold	10,052,000	–	–	0.14%	163
2015 Q1	$401M	Hold	10,052,000	–	–	0.14%	160
2014 Q4	$380M	Sell	10,052,000 -3,400,000	-25%	-$118M	0.13%	174
2014 Q3	$448M	Sell	13,452,000 -1,000,000	-7%	-$34.6M	0.16%	150
2014 Q2	$519M	Hold	14,452,000	–	–	0.18%	134
2014 Q1	$482M	Sell	14,452,000 -680,000	-4%	-$19.8M	0.17%	138
2013 Q4	$441M	Sell	15,132,000 -1,104,000	-7%	-$30.9M	0.16%	139
2013 Q3	$456M	Buy	16,236,000 +2,795,134	+21%	+$81M	0.18%	132
2013 Q2	$376M	Buy	+13,440,866	New	+$362M	0.16%	138

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors's WSM Position: Q2 2025 in Review

Capital Research Global Investors sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 700,051 shares — an estimated $111M sold.

Capital Research Global Investors first reported a position in WSM in Q2 2013 and held it in 48 quarters. The position peaked at $1.26B in Q1 2021. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

Capital Research Global Investors reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
Capital Research Global Investors sold 700,051 Williams-Sonoma shares in Q2 2025, an estimated $111M.
Capital Research Global Investors first reported a position in Williams-Sonoma in Q2 2013 and held it in 48 quarters.
Capital Research Global Investors's Williams-Sonoma position peaked at $1.26B in Q1 2021.
917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Capital Research Global Investors's 13F filing for Q2 2025, filed 13 Aug 2025.